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Waverly Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Waverly 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
Q1 		$10.3M Buy
23,055
+323
+1% +$151K 0.08% 249
2025
Q4 		$10.3M Buy
22,732
+2,484
+12% +$1.07M 0.08% 228
2025
Q3 		$7.93M Buy
20,248
+103
+0.5% +$43K 0.08% 238
2025
Q2 		$8.97M Buy
20,145
+309
+2% +$142K 0.1% 207
2025
Q1 		$9.62M Buy
19,836
+15,888
+402% +$7.4M 0.12% 187
2024
Q4 		$1.59M Buy
3,948
+3,409
+632% +$1.58M 0.02% 429
2024
Q3 		$251K Sell
539
-171
-24% -$82.1K ﹤0.01% 723
2024
Q2 		$333K Buy
710
+37
+5% +$16.1K 0.01% 642
2024
Q1 		$281K Sell
673
-7
-1% -$2.96K 0.01% 589
2023
Q4 		$277K Sell
680
-86
-11% -$31.8K 0.01% 368
2023
Q3 		$266K Buy
766
+140
+22% +$49K 0.01% 340
2023
Q2 		$220K Buy
+626
New +$211K 0.01% 332
2018
Q4 		– Sell
-2,101
Closed -$405K – 194
2018
Q3 		$405K Hold
2,101
– – 0.06% 134
2018
Q2 		$357K Sell
2,101
-56
-3% -$8.68K 0.06% 139
2018
Q1 		$352K Sell
2,157
-68
-3% -$11.1K 0.06% 137
2017
Q4 		$333K Buy
2,225
+8
+0.4% +$1.19K 0.05% 184
2017
Q3 		$337K Hold
2,217
– – 0.07% 171
2017
Q2 		$286K Hold
2,217
– – 0.07% 178
2017
Q1 		$242K Buy
+2,217
New +$195K 0.06% 187
2015
Q2 		– Sell
-110
Closed -$13K – 403
2015
Q1 		$13K Hold
110
– – 0.01% 235
2014
Q4 		$13K Sell
110
-209
-66% -$23.5K 0.01% 266
2014
Q3 		$36K Hold
319
– – 0.02% 263
2014
Q2 		$30K Hold
319
– – 0.01% 286
2014
Q1 		$23K Hold
319
– – 0.01% 300
2013
Q4 		$24K Buy
+319
New +$22.2K 0.01% 434

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

Waverly Advisors's VRTX Position: Q1 2026 in Review

Waverly Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 1.4% in Q1 2026, buying an estimated $151K and bringing the position to 23,055 shares worth $10.3M. The position accounts for 0.08% of the portfolio, ranked #249.

Waverly Advisors first reported a position in VRTX in Q4 2013 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Waverly Advisors held 23,055 shares of Vertex Pharmaceuticals worth $10.3M as of Q1 2026.
  • Waverly Advisors bought 323 Vertex Pharmaceuticals shares in Q1 2026, an estimated $151K.
  • Vertex Pharmaceuticals made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #249 holding.
  • Waverly Advisors first reported a position in Vertex Pharmaceuticals in Q4 2013 and has held it in 25 quarters since.
  • Waverly Advisors's Vertex Pharmaceuticals position peaked at $10.3M in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.