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Optimize Financial’s Vertex Pharmaceuticals VRTX Stock Holding History

Optimize Financial’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
Q2 		$480K Sell
967
-3
-0.3% -$1.33K 0.17% 160
2026
Q1 		$433K Sell
970
-114
-11% -$53.2K 0.21% 169
2025
Q4 		$491K Buy
1,084
+12
+1% +$5.17K 0.25% 137
2025
Q3 		$420K Buy
+1,072
New +$448K 0.22% 190

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 $3.37T AUM 44.26% 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

Optimize Financial's VRTX Position: Q2 2026 in Review

Optimize Financial reduced its Vertex Pharmaceuticals (VRTX) stake by 0.31% in Q2 2026, selling an estimated $1.33K and leaving 967 shares worth $480K. The position accounts for 0.17% of the portfolio, ranked #160.

Optimize Financial first reported a position in VRTX in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 1,757 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Optimize Financial held 967 shares of Vertex Pharmaceuticals worth $480K as of Q2 2026.
  • Optimize Financial sold 3 Vertex Pharmaceuticals shares in Q2 2026, an estimated $1.33K.
  • Vertex Pharmaceuticals made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #160 holding.
  • Optimize Financial first reported a position in Vertex Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Vertex Pharmaceuticals position peaked at $491K in Q4 2025.
  • 1,757 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.