Mount Yale Investment Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Mount Yale Investment Advisors’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	$906K	Sell	2,029 -107	-5%	-$49.9K	0.02%	547
2025 Q4	$968K	Buy	2,136 +451	+27%	+$194K	0.05%	321
2025 Q3	$660K	Buy	1,685 +1,352	+406%	+$565K	0.05%	357
2025 Q2	$148K	Buy	+333	New	+$153K	0.01%	596
2020 Q4	–	Sell	-1,763	Closed	-$480K	–	422
2020 Q3	$480K	Buy	1,763 +796	+82%	+$220K	0.07%	247
2020 Q2	$281K	Buy	+967	New	+$262K	0.05%	271
2018 Q4	–	Sell	-880	Closed	-$162K	–	778
2018 Q3	$162K	Buy	880 +43	+5%	+$7.66K	0.03%	322
2018 Q2	$142K	Buy	837 +219	+35%	+$33.9K	0.03%	364
2018 Q1	$101K	Buy	+618	New	+$101K	0.02%	450

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

Mount Yale Investment Advisors's VRTX Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 5% in Q1 2026, selling an estimated $49.9K and leaving 2,029 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #547.

Mount Yale Investment Advisors first reported a position in VRTX in Q1 2018 and has held it in 9 quarters since. The position peaked at $968K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Mount Yale Investment Advisors held 2,029 shares of Vertex Pharmaceuticals worth $906K as of Q1 2026.
Mount Yale Investment Advisors sold 107 Vertex Pharmaceuticals shares in Q1 2026, an estimated $49.9K.
Vertex Pharmaceuticals made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #547 holding.
Mount Yale Investment Advisors first reported a position in Vertex Pharmaceuticals in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Vertex Pharmaceuticals position peaked at $968K in Q4 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.