Winslow Capital Management, LLC VRTX VERTEX PHARMA COM

Ownership history in Winslow Capital Management, LLC  ·  17 quarters on record

AI Ownership Summary

Winslow Capital Management, LLC reported VERTEX PHARMA COM (VRTX) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.56% in 2023 Q4. The latest visible filing shows VRTX at 1.36% 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 Winslow Capital Management, LLC's position in VERTEX PHARMA COM, 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 Q4

VRTX was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Winslow Capital Management, 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 887,640 +887,221 +211747.3% 1.36% $405.1M 2026-02-14 (Est.) $491.47
2025 Q1 REDUCED 18.8% -8.2% 419 -97 -18.8% 0.00% $203K 2025-05-14 $421.16
2024 Q3 REDUCED 516 -6 -1.1% 0.00% $240K 2024-11-13 $494.61
2024 Q2 REDUCED 15.0% -0.8% 522 -92 -15.0% 0.00% $245K 2024-08-13 $467.59
2024 Q1 REDUCED 99.9% +12.7% 614 -924,755 -99.9% 0.00% $257K 2024-05-14 $428.59
2023 Q4 REDUCED 17.3% +3.3% 925,369 -194,223 -17.3% 1.56% $376.5M 2024-02-13 $416.04
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Winslow Capital Management, 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 Winslow Capital Management, LLC reported owning VRTX?

Winslow Capital Management, LLC reported VRTX across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VRTX position in Winslow Capital Management, LLC's portfolio?

The largest reported portfolio weight for VRTX was 1.56% in 2023 Q4.

What is the latest reported VRTX position on this page?

The most recent filing on this page is 2025 Q4, when Winslow Capital Management, LLC reported 887,640 shares, equal to 1.36% of portfolio, with an estimated market value of $405.1M.

What does the chart on this VRTX ownership page compare?

The chart compares Winslow Capital Management, 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.

How well did Winslow Capital Management, LLC time their VRTX position?

Based on 13F filing dates vs. subsequent VRTX price moves, Winslow Capital Management, LLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on VRTX relative to SPY over the holding period was +44.4%.

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