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Symphony Financial’s Vertex Pharmaceuticals VRTX Stock Holding History

Symphony 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
Q2 		$368K Buy
738
+123
+20% +$54.5K 0.04% 235
2026
Q1 		$273K Buy
615
+114
+23% +$53.2K 0.04% 247
2025
Q4 		$227K Sell
501
-171
-25% -$73.7K 0.03% 266
2025
Q3 		$261K Sell
672
-1,681
-71% -$703K 0.03% 236
2025
Q2 		$476K Buy
+2,353
New +$1.08M 0.06% 158
2025
Q1 		– Sell
-859
Closed -$368K – 221
2024
Q4 		$368K Sell
859
-531
-38% -$246K 0.06% 158
2024
Q3 		$644K Sell
1,390
-811
-37% -$390K 0.11% 124
2024
Q2 		$1.04M Sell
2,201
-135
-6% -$58.6K 0.19% 90
2024
Q1 		$976K Buy
2,336
+1,454
+165% +$615K 0.23% 84
2023
Q4 		$383K Sell
882
-1,480
-63% -$547K 0.08% 148
2023
Q3 		$821K Sell
2,362
-819
-26% -$286K 0.2% 86
2023
Q2 		$1.11M Buy
3,181
+413
+15% +$139K 0.27% 73
2023
Q1 		$864K Sell
2,768
-25
-0.9% -$7.5K 0.22% 88
2022
Q4 		$805K Buy
+2,793
New +$851K 0.21% 93
2022
Q3 		– Sell
-1,700
Closed -$477K – 202
2022
Q2 		$477K Sell
1,700
-630
-27% -$169K 0.14% 136
2022
Q1 		$643K Buy
+2,330
New +$553K 0.15% 113
2020
Q3 		– Sell
-1,000
Closed -$290K – 160
2020
Q2 		$290K Buy
+1,000
New +$271K 0.14% 109

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

Symphony Financial's VRTX Position: Q2 2026 in Review

Symphony Financial increased its Vertex Pharmaceuticals (VRTX) stake by 20% in Q2 2026, buying an estimated $54.5K and bringing the position to 738 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #235.

Symphony Financial first reported a position in VRTX in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.11M in Q2 2023. 1,747 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Symphony Financial held 738 shares of Vertex Pharmaceuticals worth $368K as of Q2 2026.
  • Symphony Financial bought 123 Vertex Pharmaceuticals shares in Q2 2026, an estimated $54.5K.
  • Vertex Pharmaceuticals made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #235 holding.
  • Symphony Financial first reported a position in Vertex Pharmaceuticals in Q2 2020 and has held it in 17 quarters since.
  • Symphony Financial's Vertex Pharmaceuticals position peaked at $1.11M in Q2 2023.
  • 1,747 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.