Investment Advisory Group, LLC VRTX — VERTEX PHARMACEUTICALS INC

Ownership history in Investment Advisory Group, LLC  ·  9 quarters on record

AI Ownership Summary

Investment Advisory Group, LLC reported VERTEX PHARMACEUTICALS INC (VRTX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.15% in 2023 Q4. The latest visible filing shows VRTX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Advisory Group, LLC's position in VERTEX PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VRTX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VRTX stock page Investment Advisory Group, LLC fund profile Investment Advisory Group, LLC full holdings
How Investment Advisory Group, LLC held VRTX — position size vs. price
% of Fund (quarterly)    VRTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19.7% -1.5% ✅ 489 -120 -19.7% 0.06% $222K 2026-01-23 $468.41
2025 Q3 REDUCED 14.5% +17.4% ❌ 609 -103 -14.5% 0.06% $239K 2025-11-03 $426.00
2025 Q2 REDUCED — — — 712 -5 -0.7% 0.10% $317K 2025-07-25 $469.65
2025 Q1 ADDED — — — 717 +1 +0.1% 0.12% $348K 2025-04-14 $495.83
2024 Q4 REDUCED — — — 716 -2 -0.3% 0.10% $288K 2025-01-17 $422.00
2024 Q3 ADDED — — — 718 +7 +1.0% 0.12% $334K 2024-10-15 $484.30
2024 Q2 REDUCED — — — 711 -1 -0.1% 0.13% $333K 2024-07-31 $495.72
2024 Q1 REDUCED 12.0% +12.7% ❌ 712 -97 -12.0% 0.12% $298K 2024-04-29 $396.20
2023 Q4 INITIATED — — — 809 — — 0.15% $329K 2024-01-30 $446.08

🏢 Other funds also holding VRTX

As of 2026 Q1 — sorted by position size

Jones Hill Capital LP 10.4% Tri Locum Partners LP 3Y 8.1% Bellevue Group AG 3Y 7Y 7.25% DIADEMA PARTNERS LP 7.07% Provident Investment Management, Inc. 3Y 7Y 6.55% Andrew Hill Investment Advisors, Inc. 3Y 4.76% Eurizon SLJ Capital Ltd 4.54% Atle Fund Management AB 3Y 7Y 3.61% SUPERSTRING CAPITAL MANAGEMENT LP 3.51% Sivik Global Healthcare LLC 3Y 7Y 3.39%

FAQ About Investment Advisory Group, LLC and VRTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Investment Advisory Group, LLC reported owning VRTX?

Investment Advisory Group, LLC reported VRTX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VRTX position in Investment Advisory Group, LLC's portfolio?

The largest reported portfolio weight for VRTX was 0.15% in 2023 Q4.

What is the latest reported VRTX position on this page?

The most recent filing on this page is 2025 Q4, when Investment Advisory Group, LLC reported 489 shares, equal to 0.06% of portfolio, with an estimated market value of $222K.

What does the chart on this VRTX ownership page compare?

The chart compares Investment Advisory Group, LLC's quarterly VRTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Investment Advisory Group, LLC time their VRTX position?

Based on 13F filing dates vs. subsequent VRTX price moves, Investment Advisory Group, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on VRTX relative to SPY over the holding period was -14.7%.

← Back to Investment Advisory Group, LLC Holdings