BPC
VERX icon

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
Q1 		$6.59M Sell
553,975
-264,670
-32% -$4.12M 0.08% 135
2025
Q4 		$16.3M Sell
818,645
-125,425
-13% -$2.71M 0.16% 75
2025
Q3 		$23.4M Sell
944,070
-14,300
-1% -$414K 0.24% 62
2025
Q2 		$33.9M Sell
958,370
-45,100
-4% -$1.72M 0.35% 52
2025
Q1 		$35.1M Buy
1,003,470
+389,907
+64% +$17.8M 0.38% 46
2024
Q4 		$32.7M Sell
613,563
-348,127
-36% -$16.9M 0.32% 46
2024
Q3 		$37M Buy
961,690
+12,150
+1% +$448K 0.37% 43
2024
Q2 		$34.2M Buy
949,540
+803,881
+552% +$25.9M 0.35% 43
2024
Q1 		$4.63M Buy
+145,659
New +$3.93M 0.05% 153

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