EWA
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EverSource Wealth Advisors’s Vertex VERX Stock Holding History

EverSource Wealth 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
2026
Q2 		$3.12K Sell
272
-46
-14% -$574 ﹤0.01% 3516
2026
Q1 		$3.78K Buy
318
+48
+18% +$747 ﹤0.01% 3392
2025
Q4 		$5.39K Buy
270
+60
+29% +$1.3K ﹤0.01% 3095
2025
Q3 		$5.21K Sell
210
-45
-18% -$1.3K ﹤0.01% 3135
2025
Q2 		$9.01K Buy
255
+55
+28% +$2.09K ﹤0.01% 2874
2025
Q1 		$7K Buy
200
+13
+7% +$594 ﹤0.01% 2321
2024
Q4 		$9.98K Buy
187
+19
+11% +$921 ﹤0.01% 1995
2024
Q3 		$6.47K Buy
168
+7
+4% +$258 ﹤0.01% 2109
2024
Q2 		$6.38K Hold
161
– – ﹤0.01% 2117
2024
Q1 		$4.69K Buy
+161
New +$4.34K ﹤0.01% 2083

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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's VERX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vertex (VERX) stake by 14% in Q2 2026, selling an estimated $574 and leaving 272 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3516.

EverSource Wealth Advisors first reported a position in VERX in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.98K in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • EverSource Wealth Advisors held 272 shares of Vertex worth $3.12K as of Q2 2026.
  • EverSource Wealth Advisors sold 46 Vertex shares in Q2 2026, an estimated $574.
  • Vertex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3516 holding.
  • EverSource Wealth Advisors first reported a position in Vertex in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Vertex position peaked at $9.98K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.