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Pacific Excel Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Pacific Excel Wealth 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
2026
Q2 		– Sell
-625
Closed -$279K – 320
2026
Q1 		$279K Buy
+625
New +$291K 0.29% 96

Other funds holding VRTX

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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
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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

Pacific Excel Wealth Advisors's VRTX Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q2 2026, closing a stake of 625 shares — an estimated $279K sold.

Pacific Excel Wealth Advisors first reported a position in VRTX in Q1 2026 and held it in 1 quarter. The position peaked at $279K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 625 Vertex Pharmaceuticals shares in Q2 2026, an estimated $279K.
  • Pacific Excel Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's Vertex Pharmaceuticals position peaked at $279K in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.