Franklin Resources’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$36.5M Sell
2025
Q2
$83.4M Buy
2025
Q1
$66.1M Sell
2024
Q4
$114M Buy
2024
Q3
$69.4M Buy
2024
Q2
$51.8M Buy
2024
Q1
$31M Buy
2021
Q1
Sell
2020
Q4
$5.72M Sell
2020
Q3
$3.79M Buy