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Summit Financial’s Vertex Pharmaceuticals VRTX Stock Holding History

Summit Financial’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 		$638K Sell
1,429
-138
-9% -$64.3K 0.01% 927
2025
Q4 		$710K Sell
1,567
-76
-5% -$32.8K 0.01% 778
2025
Q3 		$643K Sell
1,643
-230
-12% -$96.1K 0.01% 797
2025
Q2 		$834K Buy
1,873
+233
+14% +$107K 0.02% 453
2025
Q1 		$795K Sell
1,640
-183
-10% -$85.3K 0.02% 415
2024
Q4 		$734K Buy
1,823
+444
+32% +$206K 0.03% 378
2024
Q3 		$641K Buy
1,379
+174
+14% +$83.6K 0.03% 333
2024
Q2 		$565K Buy
1,205
+663
+122% +$288K 0.03% 307
2024
Q1 		$227K Sell
542
-312
-37% -$132K 0.01% 355
2023
Q4 		$347K Buy
854
+239
+39% +$88.3K 0.02% 280
2023
Q3 		$214K Buy
+615
New +$215K 0.02% 314

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

Summit Financial's VRTX Position: Q1 2026 in Review

Summit Financial reduced its Vertex Pharmaceuticals (VRTX) stake by 8.8% in Q1 2026, selling an estimated $64.3K and leaving 1,429 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #927.

Summit Financial first reported a position in VRTX in Q3 2023 and has held it in 11 quarters since. The position peaked at $834K in Q2 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Summit Financial held 1,429 shares of Vertex Pharmaceuticals worth $638K as of Q1 2026.
  • Summit Financial sold 138 Vertex Pharmaceuticals shares in Q1 2026, an estimated $64.3K.
  • Vertex Pharmaceuticals made up 0.01% of Summit Financial's portfolio in Q1 2026, its #927 holding.
  • Summit Financial first reported a position in Vertex Pharmaceuticals in Q3 2023 and has held it in 11 quarters since.
  • Summit Financial's Vertex Pharmaceuticals position peaked at $834K in Q2 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.