Carl P. Sherr & Co., LLC VRTX — VERTEX PHARMACEUTICALS INC

Ownership history in Carl P. Sherr & Co., LLC  ·  1 quarter on record

AI Ownership Summary

Carl P. Sherr & Co., LLC reported VERTEX PHARMACEUTICALS INC (VRTX) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.28% in 2026 Q3. The latest visible filing shows VRTX at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carl P. Sherr & Co., LLC's position in VERTEX PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VRTX was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Carl P. Sherr & Co., LLC held VRTX — position size vs. price
% of Fund (quarterly)    VRTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 1,230 — — 0.28% $643K 2026-11-06 $547.09

FAQ About Carl P. Sherr & Co., LLC and VRTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carl P. Sherr & Co., LLC reported owning VRTX?

Carl P. Sherr & Co., LLC reported VRTX across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported VRTX position in Carl P. Sherr & Co., LLC's portfolio?

The largest reported portfolio weight for VRTX was 0.28% in 2026 Q3.

What is the latest reported VRTX position on this page?

The most recent filing on this page is 2026 Q3, when Carl P. Sherr & Co., LLC reported 1,230 shares, equal to 0.28% of portfolio, with an estimated market value of $643K.

What does the chart on this VRTX ownership page compare?

The chart compares Carl P. Sherr & Co., LLC's quarterly VRTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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