DiNuzzo Private Wealth’s Vertex VERX Stock Holding History

DiNuzzo 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 Q3	$12	Hold	1	–	–	﹤0.01%	1365
2026 Q2	$12	Hold	1	–	–	﹤0.01%	1343
2026 Q1	$12	Sell	1 -1	-50%	-$16	﹤0.01%	1340
2025 Q4	$40	Hold	2	–	–	﹤0.01%	1345
2025 Q3	$52	Sell	2 -4	-67%	-$116	﹤0.01%	1343
2025 Q2	$213	Hold	6	–	–	﹤0.01%	1237
2025 Q1	$211	Hold	6	–	–	﹤0.01%	1230
2024 Q4	$321	Hold	6	–	–	﹤0.01%	1198
2024 Q3	$232	Buy	6 +3	+100%	+$111	﹤0.01%	1282
2024 Q2	$109	Buy	3 +1	+50%	+$32	﹤0.01%	1336
2024 Q1	$64	Sell	2 -1	-33%	-$27	﹤0.01%	1322
2023 Q4	$81	Buy	+3	New	+$77	﹤0.01%	1339

Other funds holding VERX

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

DiNuzzo Private Wealth's VERX Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Vertex (VERX) position steady in Q3 2026 at 1 share worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

DiNuzzo Private Wealth first reported a position in VERX in Q4 2023 and has held it in 12 quarters since. The position peaked at $321 in Q4 2024. 34 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

DiNuzzo Private Wealth held 1 share of Vertex worth $12 as of Q3 2026.
DiNuzzo Private Wealth left its Vertex share count unchanged in Q3 2026.
Vertex made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1365 holding.
DiNuzzo Private Wealth first reported a position in Vertex in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Vertex position peaked at $321 in Q4 2024.
34 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.