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Phoenix Financial’s Vertex Pharmaceuticals VRTX Stock Holding History

Phoenix 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 		$2.16M Buy
4,833
+1,300
+37% +$606K 0.02% 170
2025
Q4 		$1.6M Sell
3,533
-308
-8% -$133K 0.02% 196
2025
Q3 		$1.5M Buy
3,841
+1,401
+57% +$586K 0.02% 206
2025
Q2 		$1.09M Buy
+2,440
New +$1.12M 0.01% 228
2025
Q1 		– Sell
-2,025
Closed -$816K – 418
2024
Q4 		$816K Sell
2,025
-256
-11% -$119K 0.01% 235
2024
Q3 		$1.06M Sell
2,281
-2,208
-49% -$1.06M 0.02% 215
2024
Q2 		$2.11M Sell
4,489
-548
-11% -$238K 0.03% 181
2024
Q1 		$2.1M Buy
5,037
+3,467
+221% +$1.47M 0.03% 184
2023
Q4 		$668K Buy
+1,570
New +$580K 0.01% 229
2022
Q4 		– Sell
-2,726
Closed -$806K – 352
2022
Q3 		$806K Sell
2,726
-990
-27% -$285K 0.02% 214
2022
Q2 		$1.03M Sell
3,716
-4,944
-57% -$1.32M 0.02% 217
2022
Q1 		$2.23M Sell
8,660
-2,382
-22% -$565K 0.04% 181
2021
Q4 		$2.47M Sell
11,042
-1,260
-10% -$245K 0.04% 180
2021
Q3 		$2.24M Buy
12,302
+1,506
+14% +$294K 0.04% 195
2021
Q2 		$2.12M Buy
10,796
+1,900
+21% +$397K 0.04% 211
2021
Q1 		$1.9M Buy
+8,896
New +$1.95M 0.04% 235

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's VRTX Position: Q1 2026 in Review

Phoenix Financial increased its Vertex Pharmaceuticals (VRTX) stake by 37% in Q1 2026, buying an estimated $606K and bringing the position to 4,833 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #170.

Phoenix Financial first reported a position in VRTX in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.47M in Q4 2021. 1,691 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Phoenix Financial held 4,833 shares of Vertex Pharmaceuticals worth $2.16M as of Q1 2026.
  • Phoenix Financial bought 1,300 Vertex Pharmaceuticals shares in Q1 2026, an estimated $606K.
  • Vertex Pharmaceuticals made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #170 holding.
  • Phoenix Financial first reported a position in Vertex Pharmaceuticals in Q1 2021 and has held it in 16 quarters since.
  • Phoenix Financial's Vertex Pharmaceuticals position peaked at $2.47M in Q4 2021.
  • 1,691 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.