Corient Private Wealth
VERX icon

Corient Private Wealth’s Vertex VERX Stock Holding History

Corient Private Wealth’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 		$1.77M Buy
+153,840
New +$1.92M ﹤0.01% 1467

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth's VERX Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Vertex (VERX) in Q2 2026: 153,840 shares worth $1.77M. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings.

227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Corient Private Wealth held 153,840 shares of Vertex worth $1.77M as of Q2 2026.
  • Vertex was a new Corient Private Wealth position in Q2 2026.
  • Vertex made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1467 holding.
  • 227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.