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TruWealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

TruWealth Advisors’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 		– Sell
-22,241
Closed -$8.96M – 171
2024
Q4 		$8.96M Sell
22,241
-556
-2% -$258K 0.54% 46
2024
Q3 		$10.6M Buy
22,797
+610
+3% +$293K 0.65% 41
2024
Q2 		$10.4M Buy
22,187
+622
+3% +$270K 0.69% 40
2024
Q1 		$9.01M Buy
21,565
+19,939
+1,226% +$8.43M 0.63% 46
2023
Q4 		$662K Buy
1,626
+559
+52% +$207K 0.05% 85
2023
Q3 		$371K Buy
+1,067
New +$373K 0.03% 97

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

TruWealth Advisors's VRTX Position: Q1 2025 in Review

TruWealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q1 2025, closing a stake of 22,241 shares — an estimated $8.96M sold.

TruWealth Advisors first reported a position in VRTX in Q3 2023 and held it in 6 quarters. The position peaked at $10.6M in Q3 2024. 1,612 funds tracked by Wall St. Rank hold VRTX as of Q1 2025.

  • TruWealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • TruWealth Advisors sold 22,241 Vertex Pharmaceuticals shares in Q1 2025, an estimated $8.96M.
  • TruWealth Advisors first reported a position in Vertex Pharmaceuticals in Q3 2023 and held it in 6 quarters.
  • TruWealth Advisors's Vertex Pharmaceuticals position peaked at $10.6M in Q3 2024.
  • 1,612 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2025.

Based on TruWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.