Root Financial Partners, LLC
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 1977181
ENCINITAS, CA
Position in VRTX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$235,450
+$99,256 QoQ
Shares Held
474
+55.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,343
of 1,735 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $531,433 across 2 Biotechnology names. VRTX ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDX |
Ardelyx, Inc.
|
58,036 | $295,983 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
474 | $235,450 |
All Filings in VRTX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,450 | 474 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $136,194 | 305 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $121,953 | 269 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $87,335 | 223 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||