Global Retirement Partners’s Vertex VERX Stock Holding History

Global Retirement Partners’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	$17.5K	Buy	+1,521	New	+$19K	﹤0.01%	3130
2025 Q4	$32K	Buy	+1,603	New	+$34.7K	﹤0.01%	2627
2025 Q3	–	Sell	-123	Closed	-$4.35K	–	4032
2025 Q2	$4.35K	Buy	+123	New	+$4.68K	﹤0.01%	2966
2021 Q2	–	Sell	-558	Closed	-$12K	–	1953
2021 Q1	$12K	Buy	558 +110	+25%	+$3.43K	﹤0.01%	1256
2020 Q4	$16K	Hold	448	–	–	﹤0.01%	1122
2020 Q3	$10K	Buy	+448	New	+$10.9K	﹤0.01%	1155

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Global Retirement Partners's VERX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vertex (VERX) in Q2 2026: 1,521 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #3130 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VERX as recently as Q4 2025.

Global Retirement Partners first reported a position in VERX in Q3 2020 and has held it in 6 quarters since. The position peaked at $32K in Q4 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Global Retirement Partners held 1,521 shares of Vertex worth $17.5K as of Q2 2026.
Vertex was a new Global Retirement Partners position in Q2 2026.
Vertex made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3130 holding.
Global Retirement Partners first reported a position in Vertex in Q3 2020 and has held it in 6 quarters since.
Global Retirement Partners's Vertex position peaked at $32K in Q4 2025.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.