Baird Financial Group
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Baird Financial Group’s Vertex VERX Stock Holding History

Baird Financial Group’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
-87,178
Closed -$1.74M – 1920
2025
Q4 		$1.74M Sell
87,178
-6,970
-7% -$151K ﹤0.01% 1083
2025
Q3 		$2.33M Sell
94,148
-14,232
-13% -$412K ﹤0.01% 996
2025
Q2 		$3.83M Sell
108,380
-9,674
-8% -$368K 0.01% 805
2025
Q1 		$4.13M Sell
118,054
-306
-0.3% -$14K 0.01% 741
2024
Q4 		$6.31M Sell
118,360
-3,355
-3% -$163K 0.01% 610
2024
Q3 		$4.69M Buy
121,715
+33,376
+38% +$1.23M 0.01% 689
2024
Q2 		$3.18M Buy
+88,339
New +$2.84M 0.01% 812

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