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Strategic Planning Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Strategic Planning Group’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 		$9.27M Buy
18,666
+1,277
+7% +$566K 1.01% 36
2026
Q1 		$7.77M Buy
+17,389
New +$8.11M 1.09% 32
2024
Q2 		– Sell
-3,074
Closed -$1.28M – 116
2024
Q1 		$1.28M Buy
3,074
+142
+5% +$60K 0.32% 85
2023
Q4 		$1.19M Buy
+2,932
New +$1.08M 0.4% 70

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Strategic Planning Group's VRTX Position: Q2 2026 in Review

Strategic Planning Group increased its Vertex Pharmaceuticals (VRTX) stake by 7.3% in Q2 2026, buying an estimated $566K and bringing the position to 18,666 shares worth $9.27M. The position accounts for 1.01% of the portfolio, ranked #36.

Strategic Planning Group first reported a position in VRTX in Q4 2023 and has held it in 4 quarters since. 1,747 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Strategic Planning Group held 18,666 shares of Vertex Pharmaceuticals worth $9.27M as of Q2 2026.
  • Strategic Planning Group bought 1,277 Vertex Pharmaceuticals shares in Q2 2026, an estimated $566K.
  • Vertex Pharmaceuticals made up 1.01% of Strategic Planning Group's portfolio in Q2 2026, its #36 holding.
  • Strategic Planning Group first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 4 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.