Principia Wealth Advisory, LLC
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 2041436
DALLAS, TX
Position in VRTX
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$14,405
+$7,261 QoQ
Shares Held
29
+81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,614
of 1,742 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, 2026Principia Wealth Advisory, LLC holds $14,097,964 across 26 Biotechnology names. VRTX ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EYPT |
EyePoint, Inc.
|
649,944 | $9,294,199 | |
| 2 | OCUL |
Ocular Therapeutix, Inc
|
440,618 | $4,326,868 | |
| 3 | VKTX |
Viking Therapeutics, Inc.
|
6,478 | $252,706 | |
| 4 | INCY |
Incyte Corp
|
1,524 | $172,760 | |
| 5 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
29 | $14,405 | |
| 6 | ATAI |
AtaiBeckley Inc.
|
2,000 | $10,540 | |
| 7 | ARGX |
Argenx SE
|
5 | $4,638 | |
| 8 | RPRX |
Royalty Pharma plc
|
57 | $3,195 |
All Filings in VRTX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,405 | 29 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 | $7,144 | 16 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 | $5,893 | 13 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,741 | 7 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $4,452 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,363 | 9 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,013 | 5 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||