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Whalen Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-1,324
Closed -$589K – 269
2025
Q2 		$589K Buy
+1,324
New +$610K 0.37% 79
2024
Q4 		– Sell
-1,424
Closed -$662K – 176
2024
Q3 		$662K Buy
+1,424
New +$684K 0.47% 57

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Whalen Wealth Management's VRTX Position: Q3 2025 in Review

Whalen Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2025, closing a stake of 1,324 shares — an estimated $589K sold.

Whalen Wealth Management first reported a position in VRTX in Q3 2024 and held it in 2 quarters. The position peaked at $662K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold VRTX as of Q3 2025.

  • Whalen Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,324 Vertex Pharmaceuticals shares in Q3 2025, an estimated $589K.
  • Whalen Wealth Management first reported a position in Vertex Pharmaceuticals in Q3 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Vertex Pharmaceuticals position peaked at $662K in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.