Smith Group Asset Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Smith Group Asset 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 Q1	$24.9M	Buy	55,746 +3,695	+7%	+$1.72M	1.27%	35
2025 Q4	$23.6M	Buy	52,051 +3,194	+7%	+$1.38M	1.25%	35
2025 Q3	$19.1M	Buy	48,857 +2,602	+6%	+$1.09M	1.1%	37
2025 Q2	$20.6M	Buy	46,255 +612	+1%	+$282K	1.35%	34
2025 Q1	$22.1M	Buy	45,643 +2,010	+5%	+$937K	1.66%	31
2024 Q4	$17.6M	Sell	43,633 -26	-0.1%	-$12.1K	1.3%	33
2024 Q3	$20.3M	Buy	43,659 +749	+2%	+$360K	1.68%	30
2024 Q2	$20.1M	Buy	42,910 +1,872	+5%	+$813K	1.78%	28
2024 Q1	$17.2M	Buy	41,038 +4,454	+12%	+$1.88M	0.98%	37
2023 Q4	$14.9M	Buy	+36,584	New	+$13.5M	0.87%	47
2022 Q1	$4.97M	Buy	+19,060	New	+$4.52M	0.26%	80
2021 Q1	–	Sell	-29,220	Closed	-$6.91M	–	343
2020 Q4	$6.91M	Sell	29,220 -15,200	-34%	-$3.49M	0.4%	54
2020 Q3	$12.1M	Sell	44,420 -110	-0.2%	-$30.3K	0.63%	44
2020 Q2	$12.9M	Buy	+44,530	New	+$12.1M	0.71%	41
2018 Q1	–	Sell	-65,010	Closed	-$9.74M	–	462
2017 Q4	$9.74M	Sell	65,010 -65,790	-50%	-$9.74M	0.31%	76
2017 Q3	$19.9M	Sell	130,800 -60,280	-32%	-$9.07M	0.66%	57
2017 Q2	$24.6M	Buy	+191,080	New	+$23M	0.76%	55

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Smith Group Asset Management's VRTX Position: Q1 2026 in Review

Smith Group Asset Management increased its Vertex Pharmaceuticals (VRTX) stake by 7.1% in Q1 2026, buying an estimated $1.72M and bringing the position to 55,746 shares worth $24.9M. The position accounts for 1.27% of the portfolio, ranked #35.

Smith Group Asset Management first reported a position in VRTX in Q2 2017 and has held it in 17 quarters since. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Smith Group Asset Management held 55,746 shares of Vertex Pharmaceuticals worth $24.9M as of Q1 2026.
Smith Group Asset Management bought 3,695 Vertex Pharmaceuticals shares in Q1 2026, an estimated $1.72M.
Vertex Pharmaceuticals made up 1.27% of Smith Group Asset Management's portfolio in Q1 2026, its #35 holding.
Smith Group Asset Management first reported a position in Vertex Pharmaceuticals in Q2 2017 and has held it in 17 quarters since.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.