Massachusetts Financial Services
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Massachusetts Financial Services’s Vertex VERX Stock Holding History

Massachusetts 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
Q1 		– Sell
-2,698,276
Closed -$53.9M – 996
2025
Q4 		$53.9M Sell
2,698,276
-869,626
-24% -$18.8M 0.02% 463
2025
Q3 		$88.4M Buy
3,567,902
+2,490,097
+231% +$72.1M 0.03% 387
2025
Q2 		$38.1M Buy
+1,077,805
New +$41M 0.01% 523
2021
Q3 		– Sell
-2,681,678
Closed -$58.8M – 940
2021
Q2 		$58.8M Buy
2,681,678
+649,743
+32% +$13.2M 0.02% 485
2021
Q1 		$44.7M Buy
2,031,935
+195,622
+11% +$6.11M 0.01% 512
2020
Q4 		$64M Buy
1,836,313
+402,191
+28% +$11M 0.02% 441
2020
Q3 		$33M Buy
+1,434,122
New +$34.9M 0.01% 494

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return