Handelsbanken Fonder
VERX icon

Handelsbanken Fonder’s Vertex VERX Stock Holding History

Handelsbanken Fonder’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 		$327K Sell
28,500
-17,200
-38% -$215K ﹤0.01% 1447
2026
Q1 		$543K Buy
45,700
+29,600
+184% +$461K ﹤0.01% 1270
2025
Q4 		$322K Buy
16,100
+1,500
+10% +$32.4K ﹤0.01% 1425
2025
Q3 		$362K Hold
14,600
– – ﹤0.01% 1379
2025
Q2 		$516K Sell
14,600
-3,700
-20% -$141K ﹤0.01% 1235
2025
Q1 		$641K Buy
18,300
+5,800
+46% +$265K ﹤0.01% 1141
2024
Q4 		$667K Buy
12,500
+800
+7% +$38.8K ﹤0.01% 1174
2024
Q3 		$451K Buy
11,700
+3,200
+38% +$118K ﹤0.01% 1291
2024
Q2 		$306K Buy
8,500
+1,800
+27% +$57.9K ﹤0.01% 1382
2024
Q1 		$213K Buy
+6,700
New +$181K ﹤0.01% 1498

Other funds holding VERX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return