LIBERTY WEALTH MANAGEMENT LLC

Position in VRTX — Vertex Pharmaceuticals Inc / Ma

CIK 1769302 OAKLAND, CA

Position in VRTX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$205,408

-$2,684 QoQ

Shares Held

460

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $365,441 across 4 Biotechnology names. VRTX ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma This page	460	$205,408
2	NGEN	Nervgen Pharma Corp.	22,000	$82,940
3	GNLX	GENELUX Corp	16,547	$40,043
4	CRBU	Caribou Biosciences, Inc.	19,500	$37,050

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$205,408	460	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$208,092	459	+47.1%	Shares	Sole	2026-02-04
2021-09-30	$56,593	312	0.0%	Shares	Sole	2021-11-15
2021-06-30	$62,908	312	-4.0%	Shares	Sole	2021-08-13
2021-03-31	$69,839	325	0.0%	Shares	Sole	2021-05-17
2020-12-31	$76,810	325	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$88,166	324	+3.8%	Shares	Sole	2020-11-05
2020-06-30	$90,576	312	-25.2%	Shares	Sole	2020-08-04
2020-03-31	$99,225	417	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.