Valeo Financial Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Buy |
3,787
+287
| +8% | +$127K | 0.04% | 191 |
|
|
2026
Q1 | $1.56M | Sell |
3,500
-1,182
| -25% | -$551K | 0.04% | 192 |
|
|
2025
Q4 | $2.12M | Sell |
4,682
-74
| -2% | -$31.9K | 0.05% | 168 |
|
|
2025
Q3 | $1.86M | Buy |
4,756
+185
| +4% | +$77.3K | 0.04% | 182 |
|
|
2025
Q2 | $2.04M | Sell |
4,571
-167
| -4% | -$77K | 0.05% | 167 |
|
|
2025
Q1 | $2.3M | Sell |
4,738
-1,435
| -23% | -$669K | 0.06% | 137 |
|
|
2024
Q4 | $2.49M | Sell |
6,173
-252
| -4% | -$117K | 0.07% | 129 |
|
|
2024
Q3 | $2.99M | Buy |
6,425
+540
| +9% | +$259K | 0.09% | 120 |
|
|
2024
Q2 | $2.76M | Sell |
5,885
-453
| -7% | -$197K | 0.09% | 119 |
|
|
2024
Q1 | $2.54M | Buy |
6,338
+735
| +13% | +$311K | 0.09% | 118 |
|
|
2023
Q4 | $2.28M | Buy |
5,603
+1,256
| +29% | +$464K | 0.09% | 124 |
|
|
2023
Q3 | $1.51M | Buy |
4,347
+36
| +0.8% | +$12.6K | 0.07% | 153 |
|
|
2023
Q2 | $1.52M | Sell |
4,311
-1,031
| -19% | -$347K | 0.07% | 152 |
|
|
2023
Q1 | $1.68M | Buy |
5,342
+662
| +14% | +$199K | 0.08% | 147 |
|
|
2022
Q4 | $1.35M | Sell |
4,680
-590
| -11% | -$180K | 0.07% | 158 |
|
|
2022
Q3 | $1.53M | Buy |
5,270
+1,009
| +24% | +$290K | 0.1% | 126 |
|
|
2022
Q2 | $1.2M | Buy |
4,261
+956
| +29% | +$256K | 0.08% | 144 |
|
|
2022
Q1 | $863K | Buy |
3,305
+1,080
| +49% | +$256K | 0.04% | 223 |
|
|
2021
Q4 | $489K | Buy |
+2,225
| New | +$433K | 0.03% | 309 |
|
|
2021
Q2 | – | Sell |
-5,197
| Closed | -$1.12M | – | 1799 |
|
|
2021
Q1 | $1.12M | Buy |
5,197
+195
| +4% | +$42.8K | 0.05% | 168 |
|
|
2020
Q4 | $1.18M | Buy |
5,002
+4,590
| +1,114% | +$1.05M | 0.06% | 149 |
|
|
2020
Q3 | $112K | Sell |
412
-411
| -50% | -$113K | 0.01% | 454 |
|
|
2020
Q2 | $239K | Buy |
823
+135
| +20% | +$36.6K | 0.02% | 290 |
|
|
2020
Q1 | $170K | Sell |
688
-689
| -50% | -$158K | 0.02% | 320 |
|
|
2019
Q4 | $301K | Buy |
1,377
+401
| +41% | +$81.2K | 0.03% | 250 |
|
|
2019
Q3 | $165K | Sell |
976
-93
| -9% | -$16.5K | 0.02% | 333 |
|
|
2019
Q2 | $196K | Buy |
1,069
+417
| +64% | +$72.9K | 0.02% | 292 |
|
|
2019
Q1 | $120K | Sell |
652
-29
| -4% | -$5.36K | 0.01% | 376 |
|
|
2018
Q4 | $113K | Buy |
681
+105
| +18% | +$18.2K | 0.02% | 355 |
|
|
2018
Q3 | $98K | Buy |
576
+247
| +75% | +$44K | 0.01% | 404 |
|
|
2018
Q2 | $58K | Sell |
329
-292
| -47% | -$45.3K | 0.01% | 513 |
|
|
2018
Q1 | $101K | Buy |
621
+321
| +107% | +$52.4K | 0.02% | 368 |
|
|
2017
Q4 | $45K | Buy |
300
+100
| +50% | +$14.8K | 0.01% | 489 |
|
|
2017
Q3 | $30K | Buy |
+200
| New | +$30.1K | 0.01% | 501 |
|
Other funds holding VRTX
DC
BHIA
CTB
CNB
GIA
II
Valeo Financial Advisors's VRTX Position: Q2 2026 in Review
Valeo Financial Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 8.2% in Q2 2026, buying an estimated $127K and bringing the position to 3,787 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #191.
Valeo Financial Advisors first reported a position in VRTX in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.99M in Q3 2024. 334 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.
- Valeo Financial Advisors held 3,787 shares of Vertex Pharmaceuticals worth $1.88M as of Q2 2026.
- Valeo Financial Advisors bought 287 Vertex Pharmaceuticals shares in Q2 2026, an estimated $127K.
- Vertex Pharmaceuticals made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #191 holding.
- Valeo Financial Advisors first reported a position in Vertex Pharmaceuticals in Q3 2017 and has held it in 34 quarters since.
- Valeo Financial Advisors's Vertex Pharmaceuticals position peaked at $2.99M in Q3 2024.
- 334 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.