Institute for Wealth Management, LLC.
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 1533954
DENVER, CO
Position in VRTX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,590,529
+$154,903 QoQ
Shares Held
3,202
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#730
of 1,735 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,270,960 across 30 Biotechnology names. VRTX ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
108,643 | $4,238,163 | |
| 2 | IMMX |
Immix Biopharma, Inc.
|
337,552 | $3,480,161 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
3,202 | $1,590,529 | |
| 4 | ABSI |
Absci Corp
|
99,892 | $1,157,748 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
586 | $365,394 | |
| 6 | RPRX |
Royalty Pharma plc
|
1,688 | $94,646 | |
| 7 | TECH |
BIO-TECHNE Corp
|
860 | $60,759 | |
| 8 | ARGX |
Argenx SE
|
47 | $43,605 |
All Filings in VRTX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,590,529 | 3,202 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,435,626 | 3,215 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,457,552 | 3,215 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,262,255 | 3,223 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,523,919 | 3,423 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,703,657 | 3,514 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,455,357 | 3,614 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,692,426 | 3,639 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,680,829 | 3,586 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,489,787 | 3,564 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,450,155 | 3,564 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,240,736 | 3,568 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,258,782 | 3,577 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,142,128 | 3,625 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,046,827 | 3,625 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,060,874 | 3,664 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,032,478 | 3,664 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $956,194 | 3,664 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $817,570 | 3,723 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $677,310 | 3,734 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $757,927 | 3,759 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $819,590 | 3,814 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $867,367 | 3,670 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,020,994 | 3,752 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,097,371 | 3,780 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $921,104 | 3,871 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||