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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Montis Financial's VRTX Position: Q1 2026 in Review

Montis Financial increased its Vertex Pharmaceuticals (VRTX) stake by 5% in Q1 2026, buying an estimated $40.6K and bringing the position to 1,810 shares worth $808K. The position accounts for 0.17% of the portfolio, ranked #67.

Montis Financial first reported a position in VRTX in Q3 2025 and has held it in 3 quarters since. The position peaked at $861K in Q3 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Montis Financial held 1,810 shares of Vertex Pharmaceuticals worth $808K as of Q1 2026.
  • Montis Financial bought 87 Vertex Pharmaceuticals shares in Q1 2026, an estimated $40.6K.
  • Vertex Pharmaceuticals made up 0.17% of Montis Financial's portfolio in Q1 2026, its #67 holding.
  • Montis Financial first reported a position in Vertex Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • Montis Financial's Vertex Pharmaceuticals position peaked at $861K in Q3 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.