MILESTONE ASSET MANAGEMENT, LLC

Position in VRTX — Vertex Pharmaceuticals Inc / Ma

CIK 1964722 PITTSBURGH, PA

Position in VRTX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,348,124

+$466,209 QoQ

Shares Held

2,714

+37.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#778

of 1,735 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MILESTONE ASSET MANAGEMENT, LLC holds $3,668,457 across 4 Biotechnology names. VRTX ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXEL	Exelixis, Inc.	29,389	$1,599,055
2	VRTX	Vertex Pharmaceuticals Inc / Ma This page	2,714	$1,348,124
3	PRME	Prime Medicine, Inc.	100,035	$369,129
4	CRBU	Caribou Biosciences, Inc.	200,085	$352,149

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,348,124	2,714	+37.4%	Shares	Sole	2026-07-15
2026-03-31	$881,915	1,975	-37.1%	Shares	Sole	2026-04-15
2025-12-31	$1,423,096	3,139	+21.8%	Shares	Sole	2026-01-28
2025-09-30	$1,009,647	2,578	+1.2%	Shares	Sole	2025-10-15
2025-06-30	$1,134,369	2,548	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.