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Peak Financial Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Peak Financial Management’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
Q2 		– Sell
-585
Closed -$284K – 104
2025
Q1 		$284K Buy
+585
New +$273K 0.08% 73
2024
Q4 		– Sell
-680
Closed -$316K – 104
2024
Q3 		$316K Buy
680
+150
+28% +$72.1K 0.09% 71
2024
Q2 		$248K Sell
530
-30
-5% -$13K 0.08% 80
2024
Q1 		$234K Buy
+560
New +$237K 0.07% 83

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peak Financial Management's VRTX Position: Q2 2025 in Review

Peak Financial Management sold out of Vertex Pharmaceuticals (VRTX) in Q2 2025, closing a stake of 585 shares — an estimated $284K sold.

Peak Financial Management first reported a position in VRTX in Q1 2024 and held it in 4 quarters. The position peaked at $316K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VRTX as of Q2 2025.

  • Peak Financial Management reported no remaining Vertex Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Management sold 585 Vertex Pharmaceuticals shares in Q2 2025, an estimated $284K.
  • Peak Financial Management first reported a position in Vertex Pharmaceuticals in Q1 2024 and held it in 4 quarters.
  • Peak Financial Management's Vertex Pharmaceuticals position peaked at $316K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2025.

Based on Peak Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.