Banque Pictet & Cie’s Vertex VERX Stock Holding History

Banque Pictet & Cie’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 Q2	$6.29M	Sell	547,975 -6,000	-1%	-$74.9K	0.04%	135
2026 Q1	$6.59M	Sell	553,975 -264,670	-32%	-$4.12M	0.05%	135
2025 Q4	$16.3M	Sell	818,645 -125,425	-13%	-$2.71M	0.1%	75
2025 Q3	$23.4M	Sell	944,070 -14,300	-1%	-$414K	0.14%	62
2025 Q2	$33.9M	Sell	958,370 -45,100	-4%	-$1.72M	0.24%	52
2025 Q1	$35.1M	Buy	1,003,470 +389,907	+64%	+$17.8M	0.28%	46
2024 Q4	$32.7M	Sell	613,563 -348,127	-36%	-$16.9M	0.22%	46
2024 Q3	$37M	Buy	961,690 +12,150	+1%	+$448K	0.28%	43
2024 Q2	$34.2M	Buy	949,540 +803,881	+552%	+$25.9M	0.31%	43
2024 Q1	$4.63M	Buy	+145,659	New	+$3.93M	0.04%	153

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Banque Pictet & Cie's VERX Position: Q2 2026 in Review

Banque Pictet & Cie reduced its Vertex (VERX) stake by 1.1% in Q2 2026, selling an estimated $74.9K and leaving 547,975 shares worth $6.29M. The position accounts for 0.04% of the portfolio, ranked #135.

Banque Pictet & Cie first reported a position in VERX in Q1 2024 and has held it in 10 quarters since. The position peaked at $37M in Q3 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Banque Pictet & Cie held 547,975 shares of Vertex worth $6.29M as of Q2 2026.
Banque Pictet & Cie sold 6,000 Vertex shares in Q2 2026, an estimated $74.9K.
Vertex made up 0.04% of Banque Pictet & Cie's portfolio in Q2 2026, its #135 holding.
Banque Pictet & Cie first reported a position in Vertex in Q1 2024 and has held it in 10 quarters since.
Banque Pictet & Cie's Vertex position peaked at $37M in Q3 2024.
230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.