HFS
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Hughes Financial Services’s Vertex VERX Stock Holding History

Hughes Financial Services’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 		$11 Sell
1
-1
-50% -$12 ﹤0.01% 1808
2026
Q1 		$24 Buy
2
+1
+100% +$16 ﹤0.01% 1586
2025
Q4 		$20 Buy
+1
New +$22 ﹤0.01% 1225

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 $3.37T AUM 44.26% 1-Year Est. Return

Hughes Financial Services's VERX Position: Q2 2026 in Review

Hughes Financial Services reduced its Vertex (VERX) stake by 50% in Q2 2026, selling an estimated $12 and leaving 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Hughes Financial Services first reported a position in VERX in Q4 2025 and has held it in 3 quarters since. The position peaked at $24 in Q1 2026. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Hughes Financial Services held 1 share of Vertex worth $11 as of Q2 2026.
  • Hughes Financial Services sold 1 Vertex share in Q2 2026, an estimated $12.
  • Vertex made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1808 holding.
  • Hughes Financial Services first reported a position in Vertex in Q4 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's Vertex position peaked at $24 in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.