Segment Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Segment Wealth 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 Q3	–	Sell	-5,843	Closed	-$2.6M	–	300
2025 Q2	$2.6M	Buy	5,843 +151	+3%	+$69.6K	0.17%	95
2025 Q1	$2.76M	Buy	5,692 +11	+0.2%	+$5.13K	0.19%	83
2024 Q4	$2.29M	Sell	5,681 -34	-0.6%	-$15.8K	0.16%	90
2024 Q3	$2.66M	Buy	5,715 +1,210	+27%	+$581K	0.18%	85
2024 Q2	$2.11M	Buy	4,505 +322	+8%	+$140K	0.16%	95
2024 Q1	$1.75M	Buy	4,183 +795	+23%	+$336K	0.13%	107
2023 Q4	$1.38M	Buy	3,388 +750	+28%	+$277K	0.12%	112
2023 Q3	$917K	Buy	+2,638	New	+$923K	0.09%	125

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Segment Wealth Management's VRTX Position: Q3 2025 in Review

Segment Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2025, closing a stake of 5,843 shares — an estimated $2.6M sold.

Segment Wealth Management first reported a position in VRTX in Q3 2023 and held it in 8 quarters. The position peaked at $2.76M in Q1 2025. 1,519 funds tracked by Wall St. Rank hold VRTX as of Q3 2025.

Segment Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
Segment Wealth Management sold 5,843 Vertex Pharmaceuticals shares in Q3 2025, an estimated $2.6M.
Segment Wealth Management first reported a position in Vertex Pharmaceuticals in Q3 2023 and held it in 8 quarters.
Segment Wealth Management's Vertex Pharmaceuticals position peaked at $2.76M in Q1 2025.
1,519 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2025.

Based on Segment Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.