Valued Wealth Advisors
VRTX icon

Valued Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Valued Wealth 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
2026
Q3 		$25.4K Buy
49
+14
+40% +$7.17K 0.01% 180
2026
Q2 		$17.2K Sell
35
-2
-5% -$886 0.01% 222
2026
Q1 		$16.4K Sell
37
-7
-16% -$3.26K 0.01% 204
2025
Q4 		$19.9K Sell
44
-9
-17% -$3.88K 0.01% 160
2025
Q3 		$20.7K Sell
53
-16
-23% -$6.69K 0.01% 145
2025
Q2 		$30.7K Sell
69
-1
-1% -$461 0.02% 120
2025
Q1 		$33.9K Buy
70
+14
+25% +$6.52K 0.02% 115
2024
Q4 		$22.6K Buy
56
+5
+10% +$2.32K 0.01% 143
2024
Q3 		$23.7K Buy
51
+8
+19% +$3.84K 0.02% 133
2024
Q2 		$20.2K Buy
43
+3
+8% +$1.3K 0.01% 133
2024
Q1 		$16.7K Buy
40
+19
+90% +$8.03K 0.01% 139
2023
Q4 		$7.3K Buy
+21
New +$7.76K 0.01% 155

Other funds holding VRTX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Valued Wealth Advisors's VRTX Position: Q3 2026 in Review

Valued Wealth Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 40% in Q3 2026, buying an estimated $7.17K and bringing the position to 49 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #180.

Valued Wealth Advisors first reported a position in VRTX in Q4 2023 and has held it in 12 quarters since. The position peaked at $33.9K in Q1 2025. 930 funds tracked by Wall St. Rank hold VRTX as of Q3 2026.

  • Valued Wealth Advisors held 49 shares of Vertex Pharmaceuticals worth $25.4K as of Q3 2026.
  • Valued Wealth Advisors bought 14 Vertex Pharmaceuticals shares in Q3 2026, an estimated $7.17K.
  • Vertex Pharmaceuticals made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #180 holding.
  • Valued Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Vertex Pharmaceuticals position peaked at $33.9K in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.