Clearstead Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
Other funds holding VERX
TCM
Clearstead Advisors's VERX Position: Q2 2026 in Review
Clearstead Advisors opened a new position in Vertex (VERX) in Q2 2026: 23 shares worth $265. The stake represents ﹤0.01% of the portfolio and ranks #3105 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in VERX as recently as Q1 2025.
Clearstead Advisors first reported a position in VERX in Q1 2025 and has held it in 2 quarters since. The position peaked at $11.7K in Q1 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.
- Clearstead Advisors held 23 shares of Vertex worth $265 as of Q2 2026.
- Vertex was a new Clearstead Advisors position in Q2 2026.
- Vertex made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3105 holding.
- Clearstead Advisors first reported a position in Vertex in Q1 2025 and has held it in 2 quarters since.
- Clearstead Advisors's Vertex position peaked at $11.7K in Q1 2025.
- 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.