Macquarie Group
VERX icon

Macquarie Group’s Vertex VERX Stock Holding History

Macquarie Group’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
2025
Q4 		– Sell
-70,996
Closed -$1.76M – 1484
2025
Q3 		$1.76M Sell
70,996
-474,126
-87% -$13.7M ﹤0.01% 1205
2025
Q2 		$19.3M Sell
545,122
-16,063
-3% -$611K 0.02% 678
2025
Q1 		$19.6M Buy
561,185
+175,795
+46% +$8.03M 0.02% 659
2024
Q4 		$20.6M Buy
+385,390
New +$18.7M 0.02% 644
2024
Q3 		– Sell
-110,856
Closed -$4M – 1908
2024
Q2 		$4M Sell
110,856
-96,942
-47% -$3.12M ﹤0.01% 1029
2024
Q1 		$6.52M Buy
207,798
+72,606
+54% +$1.96M 0.01% 905
2023
Q4 		$3.64M Buy
+135,192
New +$3.47M ﹤0.01% 1048

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BlackRock
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TCM
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Nomura Holdings
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return