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Smallwood Wealth Investment Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Smallwood Wealth Investment 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
2026
Q2 		$60.1K Hold
121
– – 0.03% 177
2026
Q1 		$54K Hold
121
– – 0.03% 174
2025
Q4 		$54.9K Hold
121
– – 0.03% 168
2025
Q3 		$47.4K Hold
121
– – 0.02% 182
2025
Q2 		$53.9K Hold
121
– – 0.03% 158
2025
Q1 		$58.7K Buy
+121
New +$56.4K 0.04% 150

Other funds holding VRTX

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's VRTX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vertex Pharmaceuticals (VRTX) position steady in Q2 2026 at 121 shares worth $60.1K. The position accounts for 0.03% of the portfolio, ranked #177.

Smallwood Wealth Investment Management first reported a position in VRTX in Q1 2025 and has held it in 6 quarters since. 947 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Smallwood Wealth Investment Management held 121 shares of Vertex Pharmaceuticals worth $60.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vertex Pharmaceuticals share count unchanged in Q2 2026.
  • Vertex Pharmaceuticals made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #177 holding.
  • Smallwood Wealth Investment Management first reported a position in Vertex Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
  • 947 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.