VRTX VERTEX PHARMACEUTICALS INC

Ownership history in Concord Wealth Partners  ·  18 quarters on record

AI Ownership Summary

Concord Wealth Partners reported VERTEX PHARMACEUTICALS INC (VRTX) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.28% in 2025 Q1. The latest visible filing shows VRTX at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concord Wealth Partners'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
2025 Q3

VRTX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 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 Concord Wealth Partners held VRTX — position size vs. price
% of Fund (quarterly)    VRTX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5 -85 -94.4% 0.00% $2K 2025-11-05 $417.00
2025 Q2 REDUCED 90 -3,459 -97.5% 0.01% $40K 2025-07-25 $469.65
2025 Q1 ADDED 3,549 +41 +1.2% 0.28% $1.7M 2025-05-02 $501.15
2024 Q4 ADDED 3,508 +862 +32.6% 0.23% $1.4M 2025-01-24 $439.62
2024 Q3 ADDED 2,646 +349 +15.2% 0.21% $1.2M 2024-10-24 $471.91
2024 Q2 ADDED 2,297 +658 +40.1% 0.19% $1.1M 2024-07-31 $495.72
2024 Q1 ADDED 1,639 +483 +41.8% 0.12% $685K 2024-04-30 $392.81
2023 Q4 ADDED 1,156 +400 +52.9% 0.09% $470K 2024-02-06 $416.13
2023 Q3 ADDED 756 +128 +20.4% 0.06% $263K 2023-10-25 $363.04
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Concord Wealth Partners and VRTX

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

How long has Concord Wealth Partners reported owning VRTX?

Concord Wealth Partners reported VRTX across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported VRTX position in Concord Wealth Partners's portfolio?

The largest reported portfolio weight for VRTX was 0.28% in 2025 Q1.

What is the latest reported VRTX position on this page?

The most recent filing on this page is 2025 Q3, when Concord Wealth Partners reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this VRTX ownership page compare?

The chart compares Concord Wealth Partners'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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