Morris Financial Concepts’s Vertex Pharmaceuticals VRTX Stock Holding History

Morris Financial Concepts’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	$237K	Buy	530 +23	+5%	+$10.7K	0.08%	123
2025 Q4	$230K	Sell	507 -4	-0.8%	-$1.72K	0.08%	125
2025 Q3	$200K	Buy	511 +7	+1%	+$2.92K	0.07%	135
2025 Q2	$224K	Sell	504 -10	-2%	-$4.61K	0.09%	125
2025 Q1	$249K	Buy	514 +9	+2%	+$4.19K	0.1%	113
2024 Q4	$203K	Sell	505 -16	-3%	-$7.42K	0.09%	121
2024 Q3	$242K	Buy	+521	New	+$250K	0.1%	108

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morris Financial Concepts's VRTX Position: Q1 2026 in Review

Morris Financial Concepts increased its Vertex Pharmaceuticals (VRTX) stake by 4.5% in Q1 2026, buying an estimated $10.7K and bringing the position to 530 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #123.

Morris Financial Concepts first reported a position in VRTX in Q3 2024 and has held it in 7 quarters since. The position peaked at $249K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Morris Financial Concepts held 530 shares of Vertex Pharmaceuticals worth $237K as of Q1 2026.
Morris Financial Concepts bought 23 Vertex Pharmaceuticals shares in Q1 2026, an estimated $10.7K.
Vertex Pharmaceuticals made up 0.08% of Morris Financial Concepts's portfolio in Q1 2026, its #123 holding.
Morris Financial Concepts first reported a position in Vertex Pharmaceuticals in Q3 2024 and has held it in 7 quarters since.
Morris Financial Concepts's Vertex Pharmaceuticals position peaked at $249K in Q1 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.