MassMutual Private Wealth & Trust’s Vertex VERX Stock Holding History

MassMutual Private Wealth & Trust’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	$585	Sell	51 -211	-81%	-$2.63K	﹤0.01%	2255
2026 Q1	$3.12K	Buy	262 +69	+36%	+$1.07K	﹤0.01%	1847
2025 Q4	$3.85K	Buy	193 +152	+371%	+$3.29K	﹤0.01%	1786
2025 Q3	$1.02K	Sell	41 -254	-86%	-$7.36K	﹤0.01%	2141
2025 Q2	$10.4K	Sell	295 -83	-22%	-$3.16K	﹤0.01%	1349
2025 Q1	$13.2K	Buy	+378	New	+$17.3K	﹤0.01%	1190

Other funds holding VERX

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's VERX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Vertex (VERX) stake by 81% in Q2 2026, selling an estimated $2.63K and leaving 51 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

MassMutual Private Wealth & Trust first reported a position in VERX in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.2K in Q1 2025. 53 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

MassMutual Private Wealth & Trust held 51 shares of Vertex worth $585 as of Q2 2026.
MassMutual Private Wealth & Trust sold 211 Vertex shares in Q2 2026, an estimated $2.63K.
Vertex made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2255 holding.
MassMutual Private Wealth & Trust first reported a position in Vertex in Q1 2025 and has held it in 6 quarters since.
MassMutual Private Wealth & Trust's Vertex position peaked at $13.2K in Q1 2025.
53 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.