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Innovative Advisory Group, LLC’s Vertex Pharmaceuticals VRTX Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-30
Closed -$13.6K – 224
2025
Q4 		$13.6K Hold
30
– – 0.01% 115
2025
Q3 		$11.7K Hold
30
– – 0.01% 132
2025
Q2 		$13.4K Hold
30
– – 0.01% 118
2025
Q1 		$14.5K Hold
30
– – 0.01% 94
2024
Q4 		$12.1K Buy
+30
New +$13.9K 0.01% 102

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Innovative Advisory Group, LLC's VRTX Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Vertex Pharmaceuticals (VRTX) in Q1 2026, closing a stake of 30 shares — an estimated $13.6K sold.

Innovative Advisory Group, LLC first reported a position in VRTX in Q4 2024 and held it in 5 quarters. The position peaked at $14.5K in Q1 2025. 1,699 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Vertex Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 30 Vertex Pharmaceuticals shares in Q1 2026, an estimated $13.6K.
  • Innovative Advisory Group, LLC first reported a position in Vertex Pharmaceuticals in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Vertex Pharmaceuticals position peaked at $14.5K in Q1 2025.
  • 1,699 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.