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Pinnacle Wealth Planning Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Pinnacle Wealth Planning Services’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 		$656K Sell
1,321
-229
-15% -$101K 0.06% 179
2026
Q1 		$692K Buy
1,550
+32
+2% +$14.9K 0.07% 154
2025
Q4 		$688K Buy
1,518
+138
+10% +$59.5K 0.07% 158
2025
Q3 		$540K Buy
1,380
+512
+59% +$214K 0.06% 196
2025
Q2 		$386K Sell
868
-218
-20% -$100K 0.05% 243
2025
Q1 		$527K Buy
1,086
+57
+6% +$26.6K 0.08% 160
2024
Q4 		$414K Sell
1,029
-74
-7% -$34.3K 0.06% 187
2024
Q3 		$513K Hold
1,103
– – 0.07% 191
2024
Q2 		$517K Buy
1,103
+1
+0.1% +$434 0.07% 172
2024
Q1 		$461K Sell
1,102
-1
-0.1% -$423 0.07% 203
2023
Q4 		$449K Sell
1,103
-1
-0.1% -$369 0.07% 189
2023
Q3 		$384K Sell
1,104
-9
-0.8% -$3.15K 0.06% 204
2023
Q2 		$392K Sell
1,113
-1
-0.1% -$337 0.06% 211
2023
Q1 		$351K Buy
1,114
+12
+1% +$3.6K 0.06% 240
2022
Q4 		$318K Sell
1,102
-116
-10% -$35.4K 0.06% 251
2022
Q3 		$353K Sell
1,218
-17
-1% -$4.89K 0.07% 198
2022
Q2 		$348K Buy
1,235
+258
+26% +$69.1K 0.06% 213
2022
Q1 		$255K Sell
977
-42
-4% -$9.97K 0.05% 308
2021
Q4 		$224K Buy
+1,019
New +$198K 0.04% 336
2021
Q2 		– Sell
-1,090
Closed -$235K – 376
2021
Q1 		$235K Buy
1,090
+137
+14% +$30.1K 0.06% 266
2020
Q4 		$225K Buy
953
+16
+2% +$3.67K 0.05% 255
2020
Q3 		$255K Sell
937
-7
-0.7% -$1.93K 0.08% 194
2020
Q2 		$274K Sell
944
-69
-7% -$18.7K 0.09% 172
2020
Q1 		$240K Buy
+1,013
New +$232K 0.11% 164

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

Pinnacle Wealth Planning Services's VRTX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Vertex Pharmaceuticals (VRTX) stake by 15% in Q2 2026, selling an estimated $101K and leaving 1,321 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #179.

Pinnacle Wealth Planning Services first reported a position in VRTX in Q1 2020 and has held it in 24 quarters since. The position peaked at $692K in Q1 2026. 1,757 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,321 shares of Vertex Pharmaceuticals worth $656K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 229 Vertex Pharmaceuticals shares in Q2 2026, an estimated $101K.
  • Vertex Pharmaceuticals made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #179 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vertex Pharmaceuticals in Q1 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Vertex Pharmaceuticals position peaked at $692K in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.