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Morningstar Investment Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,040
Closed -$481K – 394
2024
Q3 		$481K Buy
1,040
+11
+1% +$5.28K ﹤0.01% 276
2024
Q2 		$486K Buy
1,029
+379
+58% +$165K 0.01% 255
2024
Q1 		$271K Sell
650
-312
-32% -$132K ﹤0.01% 300
2023
Q4 		$394K Buy
+962
New +$355K ﹤0.01% 314

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morningstar Investment Services's VRTX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Vertex Pharmaceuticals (VRTX) in Q4 2024, closing a stake of 1,040 shares — an estimated $481K sold.

Morningstar Investment Services first reported a position in VRTX in Q4 2023 and held it in 4 quarters. The position peaked at $486K in Q2 2024. 1,559 funds tracked by Wall St. Rank hold VRTX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Vertex Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,040 Vertex Pharmaceuticals shares in Q4 2024, an estimated $481K.
  • Morningstar Investment Services first reported a position in Vertex Pharmaceuticals in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Vertex Pharmaceuticals position peaked at $486K in Q2 2024.
  • 1,559 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.