Montchanin Asset Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Montchanin Asset Management’s Portfolio VRTX Stock Details VRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.1M	Sell	6,232 -700	-10%	-$310K	3.16%	9
2026 Q1	$3.1M	Buy	+6,932	New	+$3.23M	3.29%	9
2024 Q4	$3.95M	Sell	9,802 -1,620	-14%	-$751K	3.83%	8
2024 Q3	$5.31M	Buy	11,422 +685	+6%	+$329K	4.9%	7
2024 Q2	$5.03M	Sell	10,737 -242	-2%	-$105K	4.76%	6
2024 Q1	$4.59M	Buy	+10,979	New	+$4.64M	4.5%	8
2023 Q2	$2.44M	Buy	6,935 +885	+15%	+$298K	2.78%	10
2023 Q1	$2.06M	Buy	6,050 +1,975	+48%	+$592K	2.61%	13
2022 Q4	$1.18M	Buy	4,075 +300	+8%	+$91.4K	1.61%	15
2022 Q3	$1.09M	Hold	3,775	–	–	1.55%	16
2022 Q2	$1.06M	Buy	+3,775	New	+$1.01M	1.47%	17

Other funds holding VRTX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Montchanin Asset Management's VRTX Position: Q2 2026 in Review

Montchanin Asset Management reduced its Vertex Pharmaceuticals (VRTX) stake by 10% in Q2 2026, selling an estimated $310K and leaving 6,232 shares worth $3.1M. The position accounts for 3.16% of the portfolio, ranked #9.

Montchanin Asset Management first reported a position in VRTX in Q2 2022 and has held it in 11 quarters since. The position peaked at $5.31M in Q3 2024. 672 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

Montchanin Asset Management held 6,232 shares of Vertex Pharmaceuticals worth $3.1M as of Q2 2026.
Montchanin Asset Management sold 700 Vertex Pharmaceuticals shares in Q2 2026, an estimated $310K.
Vertex Pharmaceuticals made up 3.16% of Montchanin Asset Management's portfolio in Q2 2026, its #9 holding.
Montchanin Asset Management first reported a position in Vertex Pharmaceuticals in Q2 2022 and has held it in 11 quarters since.
Montchanin Asset Management's Vertex Pharmaceuticals position peaked at $5.31M in Q3 2024.
672 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.