VFA
VRTX icon

Valeo Financial Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Valeo Financial 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
-1,100
Closed -$443K – 777
2024
Q4 		$443K Buy
+1,100
New +$510K 0.01% 438

Other funds holding VRTX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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. 368 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.
  • 368 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.