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MeadowBrook Investment Advisors’s Vertex VERX Stock Holding History

MeadowBrook Investment Advisors’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
-7,390
Closed -$148K – 205
2025
Q4 		$148K Sell
7,390
-210
-3% -$4.54K 0.13% 136
2025
Q3 		$188K Hold
7,600
– – 0.16% 115
2025
Q2 		$269K Buy
7,600
+1,110
+17% +$42.2K 0.24% 90
2025
Q1 		$227K Buy
6,490
+1,460
+29% +$66.7K 0.21% 103
2024
Q4 		$268K Hold
5,030
– – 0.24% 94
2024
Q3 		$194K Buy
+5,030
New +$185K 0.17% 106

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MeadowBrook Investment Advisors's VERX Position: Q1 2026 in Review

MeadowBrook Investment Advisors sold out of Vertex (VERX) in Q1 2026, closing a stake of 7,390 shares — an estimated $148K sold.

MeadowBrook Investment Advisors first reported a position in VERX in Q3 2024 and held it in 6 quarters. The position peaked at $269K in Q2 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • MeadowBrook Investment Advisors reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 7,390 Vertex shares in Q1 2026, an estimated $148K.
  • MeadowBrook Investment Advisors first reported a position in Vertex in Q3 2024 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's Vertex position peaked at $269K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.