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SFMG Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

SFMG Wealth Advisors’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 		$1.71M Sell
3,821
-341
-8% -$159K 0.12% 79
2025
Q4 		$1.89M Sell
4,162
-393
-9% -$169K 0.13% 75
2025
Q3 		$1.78M Sell
4,555
-78
-2% -$32.6K 0.12% 76
2025
Q2 		$2.06M Sell
4,633
-2,905
-39% -$1.34M 0.15% 70
2025
Q1 		$3.65M Sell
7,538
-111
-1% -$51.7K 0.29% 47
2024
Q4 		$3.08M Sell
7,649
-96
-1% -$44.5K 0.24% 53
2024
Q3 		$3.6M Sell
7,745
-100
-1% -$48K 0.29% 43
2024
Q2 		$3.68M Buy
7,845
+60
+0.8% +$26K 0.32% 43
2024
Q1 		$3.25M Buy
7,785
+64
+0.8% +$27.1K 0.28% 50
2023
Q4 		$3.14M Buy
7,721
+982
+15% +$363K 0.29% 45
2023
Q3 		$2.34M Sell
6,739
-1,970
-23% -$689K 0.24% 56
2023
Q2 		$3.06M Sell
8,709
-21
-0.2% -$7.08K 0.32% 44
2023
Q1 		$2.75M Buy
8,730
+15
+0.2% +$4.5K 0.3% 49
2022
Q4 		$2.52M Hold
8,715
– – 0.28% 55
2022
Q3 		$2.53M Hold
8,715
– – 0.3% 47
2022
Q2 		$2.46M Sell
8,715
-193
-2% -$51.7K 0.28% 51
2022
Q1 		$2.33M Sell
8,908
-72
-0.8% -$17.1K 0.23% 58
2021
Q4 		$1.97M Buy
8,980
+1,070
+14% +$208K 0.19% 68
2021
Q3 		$1.44M Sell
7,910
-110
-1% -$21.5K 0.16% 75
2021
Q2 		$1.62M Buy
8,020
+1,950
+32% +$408K 0.18% 65
2021
Q1 		$1.3M Buy
6,070
+1,180
+24% +$259K 0.15% 71
2020
Q4 		$1.16M Buy
+4,890
New +$1.12M 0.15% 70

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

SFMG Wealth Advisors's VRTX Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 8.2% in Q1 2026, selling an estimated $159K and leaving 3,821 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #79.

SFMG Wealth Advisors first reported a position in VRTX in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.68M in Q2 2024. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • SFMG Wealth Advisors held 3,821 shares of Vertex Pharmaceuticals worth $1.71M as of Q1 2026.
  • SFMG Wealth Advisors sold 341 Vertex Pharmaceuticals shares in Q1 2026, an estimated $159K.
  • Vertex Pharmaceuticals made up 0.12% of SFMG Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • SFMG Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q4 2020 and has held it in 22 quarters since.
  • SFMG Wealth Advisors's Vertex Pharmaceuticals position peaked at $3.68M in Q2 2024.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.