Optimum Investment Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Optimum Investment Advisors’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	$18K	Hold	46	–	–	0.01%	454
2025 Q2	$20.5K	Hold	46	–	–	0.01%	439
2025 Q1	$22.3K	Hold	46	–	–	0.01%	427
2024 Q4	$18.5K	Hold	46	–	–	0.01%	445
2024 Q3	$21.4K	Hold	46	–	–	0.01%	447
2024 Q2	$21.6K	Buy	+46	New	+$20K	0.01%	443
2022 Q4	–	Sell	-150	Closed	-$43K	–	834
2022 Q3	$43K	Hold	150	–	–	0.02%	402
2022 Q2	$42K	Hold	150	–	–	0.02%	423
2022 Q1	$39K	Hold	150	–	–	0.02%	480
2021 Q4	$33K	Hold	150	–	–	0.01%	534
2021 Q3	$27K	Sell	150 -125	-45%	-$24.4K	0.01%	555
2021 Q2	$55K	Hold	275	–	–	0.02%	486
2021 Q1	$59K	Hold	275	–	–	0.02%	467
2020 Q4	$65K	Sell	275 -450	-62%	-$103K	0.02%	432
2020 Q3	$197K	Buy	725 +300	+71%	+$82.8K	0.07%	239
2020 Q2	$123K	Hold	425	–	–	0.04%	291
2020 Q1	$101K	Sell	425 -171	-29%	-$39.2K	0.04%	304
2019 Q4	$130K	Buy	596 +150	+34%	+$30.4K	0.04%	350
2019 Q3	$76K	Hold	446	–	–	0.02%	426
2019 Q2	$82K	Hold	446	–	–	0.03%	416
2019 Q1	$82K	Hold	446	–	–	0.03%	420
2018 Q4	$74K	Hold	446	–	–	0.03%	401
2018 Q3	$86K	Hold	446	–	–	0.02%	427
2018 Q2	$76K	Buy	446 +300	+205%	+$46.5K	0.02%	448
2018 Q1	$24K	Buy	+146	New	+$23.8K	0.01%	678

Other funds holding VRTX

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 $5.72T AUM 30.48% 1-Year Est. Return

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 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

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

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

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

Optimum Investment Advisors's VRTX Position: Q3 2025 in Review

Optimum Investment Advisors held its Vertex Pharmaceuticals (VRTX) position steady in Q3 2025 at 46 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #454.

Optimum Investment Advisors first reported a position in VRTX in Q1 2018 and has held it in 25 quarters since. The position peaked at $197K in Q3 2020. 1,520 funds tracked by Wall St. Rank hold VRTX as of Q3 2025.

Optimum Investment Advisors held 46 shares of Vertex Pharmaceuticals worth $18K as of Q3 2025.
Optimum Investment Advisors left its Vertex Pharmaceuticals share count unchanged in Q3 2025.
Vertex Pharmaceuticals made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #454 holding.
Optimum Investment Advisors first reported a position in Vertex Pharmaceuticals in Q1 2018 and has held it in 25 quarters since.
Optimum Investment Advisors's Vertex Pharmaceuticals position peaked at $197K in Q3 2020.
1,520 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.