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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
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 $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

United Financial Planning Group's VRTX Position: Q1 2026 in Review

United Financial Planning Group increased its Vertex Pharmaceuticals (VRTX) stake by 81% in Q1 2026, buying an estimated $6.06K and bringing the position to 29 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #176.

United Financial Planning Group first reported a position in VRTX in Q4 2025 and has held it in 2 quarters since. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • United Financial Planning Group held 29 shares of Vertex Pharmaceuticals worth $12.9K as of Q1 2026.
  • United Financial Planning Group bought 13 Vertex Pharmaceuticals shares in Q1 2026, an estimated $6.06K.
  • Vertex Pharmaceuticals made up 0.01% of United Financial Planning Group's portfolio in Q1 2026, its #176 holding.
  • United Financial Planning Group first reported a position in Vertex Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.