NewSquare Capital’s Vertex Pharmaceuticals VRTX Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-115	Closed	-$51.2K	–	1214
2025 Q2	$51.2K	Sell	115 -12	-9%	-$5.53K	﹤0.01%	287
2025 Q1	$61.6K	Buy	127 +117	+1,170%	+$54.5K	0.01%	221
2024 Q4	$4.03K	Buy	+10	New	+$4.63K	﹤0.01%	395
2023 Q4	–	Sell	-59	Closed	-$20.5K	–	639
2023 Q3	$20.5K	Buy	59 +49	+490%	+$17.1K	﹤0.01%	245
2023 Q2	$3.52K	Hold	10	–	–	﹤0.01%	460
2023 Q1	$3.15K	Hold	10	–	–	﹤0.01%	511
2022 Q4	$2.89K	Buy	+10	New	+$3.05K	﹤0.01%	436
2020 Q3	–	Sell	-5,535	Closed	-$1.61M	–	425
2020 Q2	$1.61M	Buy	5,535 +980	+22%	+$266K	0.27%	83
2020 Q1	$1.08M	Buy	+4,555	New	+$1.04M	0.2%	86
2016 Q4	–	Sell	-151	Closed	-$13K	–	469
2016 Q3	$13K	Hold	151	–	–	﹤0.01%	241
2016 Q2	$13K	Sell	151 -20	-12%	-$1.73K	﹤0.01%	242
2016 Q1	$14K	Buy	171 +153	+850%	+$13.8K	﹤0.01%	260
2015 Q4	$2K	Hold	18	–	–	﹤0.01%	315
2015 Q3	$2K	Hold	18	–	–	﹤0.01%	285
2015 Q2	$2K	Hold	18	–	–	﹤0.01%	317
2015 Q1	$2K	Hold	18	–	–	﹤0.01%	288
2014 Q4	$2K	Hold	18	–	–	﹤0.01%	292
2014 Q3	$2K	Hold	18	–	–	﹤0.01%	301
2014 Q2	$2K	Buy	+18	New	+$1.26K	﹤0.01%	258

Other funds holding VRTX

Capital World Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return