Strategic Wealth Partners, Ltd.
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 1720777
INDEPENDENCE, OH
Position in VRTX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,258,599
+$191,278 QoQ
Shares Held
5,058
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $2,573,928 across 29 Biotechnology names. VRTX ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
5,058 | $2,258,599 | |
| 2 | CMPX |
Compass Therapeutics, Inc.
|
16,825 | $89,004 | |
| 3 | ARGX |
Argenx SE
|
72 | $52,578 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
52 | $40,177 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
607 | $28,874 | |
| 6 | TECH |
BIO-TECHNE Corp
|
351 | $18,343 | |
| 7 | ROIV |
Roivant Sciences Ltd.
|
654 | $18,115 | |
| 8 | RNAC |
Cartesian Therapeutics, Inc.
|
2,029 | $12,478 |
All Filings in VRTX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,258,599 | 5,058 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,067,321 | 4,560 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,975,040 | 5,043 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,234,904 | 5,020 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,481,936 | 3,680 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,488,721 | 3,201 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,362,569 | 2,907 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,192,582 | 2,853 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $973,687 | 2,393 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $729,906 | 2,099 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $754,495 | 2,144 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $671,729 | 2,132 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $565,431 | 1,958 | Shares | Sole | 2023-04-24 | |
| 2021-03-31 | $540,233 | 2,514 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $242,721 | 1,027 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||