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Cornerstone Planning Group’s Vertex VERX Stock Holding History

Cornerstone Planning Group’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 		$398 Hold
36
– – ﹤0.01% 1753
2026
Q1 		$492 Buy
+36
New +$561 ﹤0.01% 1653

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

Cornerstone Planning Group's VERX Position: Q2 2026 in Review

Cornerstone Planning Group held its Vertex (VERX) position steady in Q2 2026 at 36 shares worth $398. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Cornerstone Planning Group first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. The position peaked at $492 in Q1 2026. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Cornerstone Planning Group held 36 shares of Vertex worth $398 as of Q2 2026.
  • Cornerstone Planning Group left its Vertex share count unchanged in Q2 2026.
  • Vertex made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1753 holding.
  • Cornerstone Planning Group first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Vertex position peaked at $492 in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.