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Transform Wealth’s Vertex Pharmaceuticals VRTX Stock Holding History

Transform Wealth’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
2025
Q1 		$12M Sell
24,728
-172
-0.7% -$80.2K 0.73% 44
2024
Q4 		$10M Buy
24,900
+891
+4% +$413K 0.56% 50
2024
Q3 		$11.2M Buy
24,009
+530
+2% +$255K 0.74% 33
2024
Q2 		$11M Buy
23,479
+390
+2% +$169K 0.83% 33
2024
Q1 		$9.65M Buy
23,089
+762
+3% +$322K 0.92% 35
2023
Q4 		$9.08M Buy
22,327
+308
+1% +$114K 0.89% 31
2023
Q3 		$7.66M Buy
22,019
+85
+0.4% +$29.7K 0.81% 36
2023
Q2 		$7.72M Sell
21,934
-190
-0.9% -$64K 0.69% 48
2023
Q1 		$6.97M Sell
22,124
-102
-0.5% -$30.6K 0.66% 53
2022
Q4 		$6.42M Buy
22,226
+5,530
+33% +$1.69M 0.72% 49
2022
Q3 		$4.83M Buy
16,696
+1,499
+10% +$431K 0.63% 55
2022
Q2 		$4.28M Buy
+15,197
New +$4.07M 0.64% 55
2021
Q2 		– Sell
-11,985
Closed -$2.58M – 232
2021
Q1 		$2.58M Buy
11,985
+871
+8% +$191K 0.52% 69
2020
Q4 		$2.63M Buy
+11,114
New +$2.55M 0.55% 65

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Transform Wealth's VRTX Position: Q1 2025 in Review

Transform Wealth reduced its Vertex Pharmaceuticals (VRTX) stake by 0.69% in Q1 2025, selling an estimated $80.2K and leaving 24,728 shares worth $12M. The position accounts for 0.73% of the portfolio, ranked #44.

Transform Wealth first reported a position in VRTX in Q4 2020 and has held it in 14 quarters since. 1,613 funds tracked by Wall St. Rank hold VRTX as of Q1 2025.

  • Transform Wealth held 24,728 shares of Vertex Pharmaceuticals worth $12M as of Q1 2025.
  • Transform Wealth sold 172 Vertex Pharmaceuticals shares in Q1 2025, an estimated $80.2K.
  • Vertex Pharmaceuticals made up 0.73% of Transform Wealth's portfolio in Q1 2025, its #44 holding.
  • Transform Wealth first reported a position in Vertex Pharmaceuticals in Q4 2020 and has held it in 14 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.