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United Financial Planning Group’s Vertex Pharmaceuticals VRTX Stock Holding History

United Financial 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 		$6.95K Sell
14
-15
-52% -$6.65K ﹤0.01% 313
2026
Q1 		$12.9K Buy
29
+13
+81% +$6.06K 0.01% 176
2025
Q4 		$7.25K Buy
+16
New +$6.9K ﹤0.01% 237

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 $3.38T AUM 44.17% 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

United Financial Planning Group's VRTX Position: Q2 2026 in Review

United Financial Planning Group reduced its Vertex Pharmaceuticals (VRTX) stake by 52% in Q2 2026, selling an estimated $6.65K and leaving 14 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

United Financial Planning Group first reported a position in VRTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.9K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • United Financial Planning Group held 14 shares of Vertex Pharmaceuticals worth $6.95K as of Q2 2026.
  • United Financial Planning Group sold 15 Vertex Pharmaceuticals shares in Q2 2026, an estimated $6.65K.
  • Vertex Pharmaceuticals made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #313 holding.
  • United Financial Planning Group first reported a position in Vertex Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Vertex Pharmaceuticals position peaked at $12.9K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.