Carson Wealth (CWM LLC)
VERX icon

Carson Wealth (CWM LLC)’s Vertex VERX Stock Holding History

Carson Wealth (CWM LLC)’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 		$28.9K Buy
2,432
+2,171
+832% +$33.8K ﹤0.01% 4188
2025
Q4 		$5K Buy
261
+70
+37% +$1.51K ﹤0.01% 4850
2025
Q3 		$5K Buy
191
+64
+50% +$1.85K ﹤0.01% 4766
2025
Q2 		$4K Buy
127
+1
+0.8% +$38 ﹤0.01% 4721
2025
Q1 		$4K Buy
126
+65
+107% +$2.97K ﹤0.01% 4577
2024
Q4 		$3K Buy
61
+21
+53% +$1.02K ﹤0.01% 4464
2024
Q3 		$2K Buy
40
+28
+233% +$1.03K ﹤0.01% 4471
2024
Q2 		$0 Buy
+12
New +$386 ﹤0.01% 4972

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VERX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vertex (VERX) stake by 832% in Q1 2026, buying an estimated $33.8K and bringing the position to 2,432 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4188.

Carson Wealth (CWM LLC) first reported a position in VERX in Q2 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,432 shares of Vertex worth $28.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,171 Vertex shares in Q1 2026, an estimated $33.8K.
  • Vertex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4188 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vertex in Q2 2024 and has held it in 8 quarters since.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.