Montecito Bank & Trust
VRTX icon

Montecito Bank & Trust’s Vertex Pharmaceuticals VRTX Stock Holding History

Montecito Bank & Trust’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
Q3 		$662K Buy
1,267
+245
+24% +$125K 0.1% 172
2026
Q2 		$508K Buy
1,022
+92
+10% +$40.8K 0.08% 205
2026
Q1 		$415K Sell
930
-297
-24% -$138K 0.07% 212
2025
Q4 		$556K Sell
1,227
-1,012
-45% -$436K 0.09% 189
2025
Q3 		$877K Buy
+2,239
New +$936K 0.14% 151
2025
Q1 		$849K Buy
1,752
+93
+6% +$43.3K 0.15% 149
2024
Q4 		$668K Buy
1,659
+40
+2% +$18.5K 0.12% 173
2024
Q3 		$753K Buy
+1,619
New +$778K 0.13% 158

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Montecito Bank & Trust's VRTX Position: Q3 2026 in Review

Montecito Bank & Trust increased its Vertex Pharmaceuticals (VRTX) stake by 24% in Q3 2026, buying an estimated $125K and bringing the position to 1,267 shares worth $662K. The position accounts for 0.1% of the portfolio, ranked #172.

Montecito Bank & Trust first reported a position in VRTX in Q3 2024 and has held it in 8 quarters since. The position peaked at $877K in Q3 2025. 1,556 funds tracked by Wall St. Rank hold VRTX as of Q3 2026.

  • Montecito Bank & Trust held 1,267 shares of Vertex Pharmaceuticals worth $662K as of Q3 2026.
  • Montecito Bank & Trust bought 245 Vertex Pharmaceuticals shares in Q3 2026, an estimated $125K.
  • Vertex Pharmaceuticals made up 0.1% of Montecito Bank & Trust's portfolio in Q3 2026, its #172 holding.
  • Montecito Bank & Trust first reported a position in Vertex Pharmaceuticals in Q3 2024 and has held it in 8 quarters since.
  • Montecito Bank & Trust's Vertex Pharmaceuticals position peaked at $877K in Q3 2025.
  • 1,556 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.