Position in VRTX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,856,765
-$198,993 QoQ
Shares Held
8,637
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $13,173,188 across 19 Biotechnology names. VRTX ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
8,637 | $3,856,765 | |
| 2 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
38,406 | $2,408,056 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,444 | $1,115,692 | |
| 4 | JAZZ |
Jazz Pharmaceuticals plc
|
5,522 | $1,043,934 | |
| 5 | INCY |
Incyte Corp
|
10,812 | $1,017,625 | |
| 6 | EXEL |
Exelixis, Inc.
|
21,824 | $936,031 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
|
8,542 | $552,069 | |
| 8 | RPRX |
Royalty Pharma plc
|
9,665 | $463,630 |
All Filings in VRTX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,856,765 | 8,637 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,055,758 | 8,946 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,866,036 | 10,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,641,784 | 5,449 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,592,582 | 6,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,396,557 | 5,153 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,300,946 | 4,909 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,968,409 | 4,709 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,835,887 | 4,512 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,804,422 | 5,189 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,269,595 | 9,291 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||