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Oxford Financial Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Oxford Financial Group’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 		– Sell
-900
Closed -$402K – 320
2026
Q1 		$402K Buy
+900
New +$420K 0.02% 182
2020
Q2 		– Sell
-1,273
Closed -$303K – 212
2020
Q1 		$303K Buy
+1,273
New +$292K 0.06% 114

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

Oxford Financial Group's VRTX Position: Q2 2026 in Review

Oxford Financial Group sold out of Vertex Pharmaceuticals (VRTX) in Q2 2026, closing a stake of 900 shares — an estimated $402K sold.

Oxford Financial Group first reported a position in VRTX in Q1 2020 and held it in 2 quarters. The position peaked at $402K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Oxford Financial Group reported no remaining Vertex Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 900 Vertex Pharmaceuticals shares in Q2 2026, an estimated $402K.
  • Oxford Financial Group first reported a position in Vertex Pharmaceuticals in Q1 2020 and held it in 2 quarters.
  • Oxford Financial Group's Vertex Pharmaceuticals position peaked at $402K in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.