Mowery & Schoenfeld Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$1.79K	Sell	4 -17	-81%	-$7.93K	﹤0.01%	322
2025 Q4	$9.52K	Buy	21 +17	+425%	+$7.33K	0.01%	251
2025 Q3	$1.57K	Hold	4	–	–	﹤0.01%	342
2025 Q2	$1.78K	Hold	4	–	–	﹤0.01%	333
2025 Q1	$1.94K	Hold	4	–	–	﹤0.01%	389
2024 Q4	$1.61K	Buy	+4	New	+$1.85K	﹤0.01%	416

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

Mowery & Schoenfeld Wealth Management's VRTX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 81% in Q1 2026, selling an estimated $7.93K and leaving 4 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Mowery & Schoenfeld Wealth Management first reported a position in VRTX in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.52K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 4 shares of Vertex Pharmaceuticals worth $1.79K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 17 Vertex Pharmaceuticals shares in Q1 2026, an estimated $7.93K.
Vertex Pharmaceuticals made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #322 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's Vertex Pharmaceuticals position peaked at $9.52K in Q4 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.