Investors Portfolio Services’s Vertex VERX Stock Holding History

Investors Portfolio 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	–	Sell	-24	Closed	-$309	–	804
2026 Q1	$309	Buy	+24	New	+$374	﹤0.01%	636

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

Investors Portfolio Services's VERX Position: Q2 2026 in Review

Investors Portfolio Services sold out of Vertex (VERX) in Q2 2026, closing a stake of 24 shares — an estimated $309 sold.

Investors Portfolio Services first reported a position in VERX in Q1 2026 and held it in 1 quarter. The position peaked at $309 in Q1 2026. 227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Investors Portfolio Services reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
Investors Portfolio Services sold 24 Vertex shares in Q2 2026, an estimated $309.
Investors Portfolio Services first reported a position in Vertex in Q1 2026 and held it in 1 quarter.
Investors Portfolio Services's Vertex position peaked at $309 in Q1 2026.
227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.