MF
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Montis Financial’s Vertex Pharmaceuticals VRTX Stock Holding History

Montis Financial’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 		$898K Sell
1,807
-3
-0.2% -$1.33K 0.18% 68
2026
Q1 		$808K Buy
1,810
+87
+5% +$40.6K 0.17% 67
2025
Q4 		$781K Sell
1,723
-476
-22% -$205K 0.15% 71
2025
Q3 		$861K Buy
+2,199
New +$919K 0.2% 70

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Montis Financial's VRTX Position: Q2 2026 in Review

Montis Financial reduced its Vertex Pharmaceuticals (VRTX) stake by 0.17% in Q2 2026, selling an estimated $1.33K and leaving 1,807 shares worth $898K. The position accounts for 0.18% of the portfolio, ranked #68.

Montis Financial first reported a position in VRTX in Q3 2025 and has held it in 4 quarters since. 1,758 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Montis Financial held 1,807 shares of Vertex Pharmaceuticals worth $898K as of Q2 2026.
  • Montis Financial sold 3 Vertex Pharmaceuticals shares in Q2 2026, an estimated $1.33K.
  • Vertex Pharmaceuticals made up 0.18% of Montis Financial's portfolio in Q2 2026, its #68 holding.
  • Montis Financial first reported a position in Vertex Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.