Clearstead Advisors’s Vertex VERX Stock Holding History

Clearstead Advisors’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
2025 Q2	–	Sell	-334	Closed	-$11.7K	–	2887
2025 Q1	$11.7K	Buy	+334	New	+$15.3K	﹤0.01%	1573

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Clearstead Advisors's VERX Position: Q2 2025 in Review

Clearstead Advisors sold out of Vertex (VERX) in Q2 2025, closing a stake of 334 shares — an estimated $11.7K sold.

Clearstead Advisors first reported a position in VERX in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

Clearstead Advisors reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 334 Vertex shares in Q2 2025, an estimated $11.7K.
Clearstead Advisors first reported a position in Vertex in Q1 2025 and held it in 1 quarter.
Clearstead Advisors's Vertex position peaked at $11.7K in Q1 2025.
270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.