First Horizon Advisors’s Vertex VERX Stock Holding History

First Horizon 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	-514	Closed	-$18K	–	2511
2025 Q1	$18K	Buy	+514	New	+$23.5K	﹤0.01%	1369
2022 Q4	–	Sell	-1,894	Closed	-$25K	–	2540
2022 Q3	$25K	Hold	1,894	–	–	﹤0.01%	1149
2022 Q2	$21K	Buy	+1,894	New	+$24K	﹤0.01%	1277
2022 Q1	–	Sell	-1,894	Closed	-$30K	–	2292
2021 Q4	$30K	Hold	1,894	–	–	﹤0.01%	1139
2021 Q3	$36K	Hold	1,894	–	–	﹤0.01%	1044
2021 Q2	$41K	Hold	1,894	–	–	﹤0.01%	860
2021 Q1	$41K	Buy	+1,894	New	+$59.1K	﹤0.01%	820

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 $4.6B AUM 16.08% 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

First Horizon Advisors's VERX Position: Q2 2025 in Review

First Horizon Advisors sold out of Vertex (VERX) in Q2 2025, closing a stake of 514 shares — an estimated $18K sold.

First Horizon Advisors first reported a position in VERX in Q1 2021 and held it in 7 quarters. The position peaked at $41K in Q2 2021. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

First Horizon Advisors reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 514 Vertex shares in Q2 2025, an estimated $18K.
First Horizon Advisors first reported a position in Vertex in Q1 2021 and held it in 7 quarters.
First Horizon Advisors's Vertex position peaked at $41K in Q2 2021.
270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.