OF
VRTX icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Optimize Financial's VRTX Position: Q1 2026 in Review

Optimize Financial reduced its Vertex Pharmaceuticals (VRTX) stake by 11% in Q1 2026, selling an estimated $53.2K and leaving 970 shares worth $433K. The position accounts for 0.21% of the portfolio, ranked #169.

Optimize Financial first reported a position in VRTX in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Optimize Financial held 970 shares of Vertex Pharmaceuticals worth $433K as of Q1 2026.
  • Optimize Financial sold 114 Vertex Pharmaceuticals shares in Q1 2026, an estimated $53.2K.
  • Vertex Pharmaceuticals made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #169 holding.
  • Optimize Financial first reported a position in Vertex Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Vertex Pharmaceuticals position peaked at $491K in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.