Mowery & Schoenfeld Wealth Management, LLC
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 2019946
LINCOLNSHIRE, IL
Position in VRTX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,986
+$200 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,706
of 1,735 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $97,023 across 5 Biotechnology names. VRTX ranks #5 (2.0% of the industry book) .
All Filings in VRTX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,986 | 4 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,786 | 4 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,520 | 21 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,566 | 4 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,780 | 4 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,939 | 4 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,610 | 4 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||