Root Financial Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$235K Buy
474
+169
+55% +$74.9K 0.01% 351
2026
Q1
$136K Buy
305
+36
+13% +$16.8K 0.01% 444
2025
Q4
$122K Buy
269
+46
+21% +$19.8K 0.01% 403
2025
Q3
$87.3K Buy
+223
New +$93.2K 0.01% 482

Other funds holding VRTX

Root Financial Partners's VRTX Position: Q2 2026 in Review

Root Financial Partners increased its Vertex Pharmaceuticals (VRTX) stake by 55% in Q2 2026, buying an estimated $74.9K and bringing the position to 474 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #351.

Root Financial Partners first reported a position in VRTX in Q3 2025 and has held it in 4 quarters since. 1,758 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Root Financial Partners held 474 shares of Vertex Pharmaceuticals worth $235K as of Q2 2026.
  • Root Financial Partners bought 169 Vertex Pharmaceuticals shares in Q2 2026, an estimated $74.9K.
  • Vertex Pharmaceuticals made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #351 holding.
  • Root Financial Partners first reported a position in Vertex Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.