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Willner & Heller’s Vertex Pharmaceuticals VRTX Stock Holding History

Willner & Heller’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 		– Sell
-893
Closed -$405K – 173
2025
Q4 		$405K Sell
893
-182
-17% -$78.4K 0.29% 103
2025
Q3 		$421K Sell
1,075
-141
-12% -$58.9K 0.32% 97
2025
Q2 		$541K Buy
1,216
+60
+5% +$27.6K 0.46% 76
2025
Q1 		$560K Sell
1,156
-55
-5% -$25.6K 0.52% 63
2024
Q4 		$488K Buy
1,211
+137
+13% +$63.5K 0.43% 77
2024
Q3 		$499K Buy
1,074
+120
+13% +$57.6K 0.45% 75
2024
Q2 		$447K Hold
954
– – 0.43% 78
2024
Q1 		$399K Sell
954
-45
-5% -$19K 0.4% 90
2023
Q4 		$406K Buy
+999
New +$369K 0.45% 83
2022
Q4 		$284K Sell
985
-17
-2% -$5.18K 0.4% 95
2022
Q3 		$290K Hold
1,002
– – 0.47% 83
2022
Q2 		$282K Sell
1,002
-126
-11% -$33.7K 0.44% 85
2022
Q1 		$248K Sell
1,128
-580
-34% -$138K 0.31% 119
2021
Q4 		$310K Buy
+1,708
New +$332K 0.41% 92

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

Willner & Heller's VRTX Position: Q1 2026 in Review

Willner & Heller sold out of Vertex Pharmaceuticals (VRTX) in Q1 2026, closing a stake of 893 shares — an estimated $405K sold.

Willner & Heller first reported a position in VRTX in Q4 2021 and held it in 14 quarters. The position peaked at $560K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Willner & Heller reported no remaining Vertex Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Willner & Heller sold 893 Vertex Pharmaceuticals shares in Q1 2026, an estimated $405K.
  • Willner & Heller first reported a position in Vertex Pharmaceuticals in Q4 2021 and held it in 14 quarters.
  • Willner & Heller's Vertex Pharmaceuticals position peaked at $560K in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Willner & Heller's 13F filing for Q1 2026, filed 17 Apr 2026.