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Integrated Wealth Concepts’s Vertex VERX Stock Holding History

Integrated Wealth Concepts’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 		$7.81K Buy
+681
New +$8.5K ﹤0.01% 4714

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

Integrated Wealth Concepts's VERX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Vertex (VERX) in Q2 2026: 681 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #4714 among its holdings.

227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Integrated Wealth Concepts held 681 shares of Vertex worth $7.81K as of Q2 2026.
  • Vertex was a new Integrated Wealth Concepts position in Q2 2026.
  • Vertex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4714 holding.
  • 227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.