Heartwood Wealth Advisors LLC
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 1794935
RICHMOND, VA
Position in VRTX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$249,855
+$21,674 QoQ
Shares Held
503
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,316
of 1,735 holders
Holding Since
Dec 2023
11 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, 2026Heartwood Wealth Advisors LLC holds $249,855 across 1 Biotechnology name. VRTX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
503 | $249,855 |
All Filings in VRTX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,855 | 503 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $228,181 | 511 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $231,666 | 511 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $208,352 | 532 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $252,873 | 568 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $260,833 | 538 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $216,652 | 538 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $253,003 | 544 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $249,359 | 532 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $222,381 | 532 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $212,803 | 523 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||