Principia Wealth Advisory’s Vertex Pharmaceuticals VRTX Stock Holding History

Principia Wealth Advisory’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	$14.4K	Buy	29 +13	+81%	+$5.76K	0.01%	205
2026 Q1	$7.14K	Buy	16 +3	+23%	+$1.4K	﹤0.01%	245
2025 Q4	$5.89K	Buy	13 +6	+86%	+$2.59K	﹤0.01%	248
2025 Q3	$2.74K	Sell	7 -3	-30%	-$1.25K	﹤0.01%	381
2025 Q2	$4.45K	Buy	10 +1	+11%	+$461	﹤0.01%	250
2025 Q1	$4.34K	Buy	9 +4	+80%	+$1.86K	﹤0.01%	198
2024 Q4	$2.01K	Buy	+5	New	+$2.32K	﹤0.01%	246

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principia Wealth Advisory's VRTX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Vertex Pharmaceuticals (VRTX) stake by 81% in Q2 2026, buying an estimated $5.76K and bringing the position to 29 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #205.

Principia Wealth Advisory first reported a position in VRTX in Q4 2024 and has held it in 7 quarters since. 1,754 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

Principia Wealth Advisory held 29 shares of Vertex Pharmaceuticals worth $14.4K as of Q2 2026.
Principia Wealth Advisory bought 13 Vertex Pharmaceuticals shares in Q2 2026, an estimated $5.76K.
Vertex Pharmaceuticals made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #205 holding.
Principia Wealth Advisory first reported a position in Vertex Pharmaceuticals in Q4 2024 and has held it in 7 quarters since.
1,754 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.