A
VERX icon

AlphaQuest’s Vertex VERX Stock Holding History

AlphaQuest’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,908
Closed -$158K – 2015
2025
Q4 		$158K Sell
7,908
-2,824
-26% -$61.1K 0.01% 1549
2025
Q3 		$266K Buy
10,732
+1,014
+10% +$29.4K 0.02% 1237
2025
Q2 		$343K Sell
9,718
-7,288
-43% -$277K 0.03% 811
2025
Q1 		$595K Buy
17,006
+8,113
+91% +$371K 0.06% 463
2024
Q4 		$474K Buy
8,893
+4,364
+96% +$212K 0.06% 506
2024
Q3 		$174K Buy
4,529
+3,510
+344% +$129K 0.02% 1116
2024
Q2 		$36.7K Buy
+1,019
New +$32.8K 0.01% 1179

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return