Modern Wealth Management, LLC
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 2001900
KANSAS CITY, MO
Position in VRTX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$630,512
+$50,214 QoQ
Shares Held
1,412
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 27.3371104815864.ToString("F0")%
Shared 0.ToString("F0")%
None 72.66288951841359.ToString("F0")%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Modern Wealth Management, LLC holds $1,105,113 across 4 Biotechnology names. VRTX ranks #1 (57.1% of the industry book) .
All Filings in VRTX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $630,512 | 1,412 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $580,298 | 1,280 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $456,649 | 1,166 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $472,356 | 1,061 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $458,638 | 946 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||