Position in VRTX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,922,817
+$170,615 QoQ
Shares Held
3,871
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#683
of 1,735 holders
Holding Since
Mar 2020
24 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, 2026AE Wealth Management LLC holds $11,774,403 across 15 Biotechnology names. VRTX ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INCY |
Incyte Corp
|
24,046 | $2,725,848 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
3,871 | $1,922,817 | |
| 3 | EXEL |
Exelixis, Inc.
|
32,548 | $1,770,929 | |
| 4 | RPRX |
Royalty Pharma plc
|
29,628 | $1,661,236 | |
| 5 | JAZZ |
Jazz Pharmaceuticals plc
|
3,184 | $767,232 | |
| 6 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,094 | $682,131 | |
| 7 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
8,050 | $656,141 | |
| 8 | CYTK |
Cytokinetics Inc
|
5,316 | $452,857 |
All Filings in VRTX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922,817 | 3,871 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,752,202 | 3,924 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,237,654 | 2,730 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $693,970 | 1,772 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,098,745 | 2,468 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $564,323 | 1,164 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $469,142 | 1,165 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $528,326 | 1,136 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $546,993 | 1,167 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $557,205 | 1,333 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,198,968 | 22,608 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $7,267,070 | 20,898 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,823,054 | 16,547 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $571,852 | 1,815 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,442,744 | 4,996 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $418,095 | 1,444 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $342,938 | 1,217 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $246,877 | 946 | Shares | Sole | 2022-04-18 | |
| 2021-06-30 | $207,074 | 1,027 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,757,253 | 12,831 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $247,920 | 1,049 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,198,416 | 4,404 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $665,680 | 2,293 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $972,739 | 4,088 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||