Morgan Stanley’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51M | Buy |
4,293,247
+3,368,359
| +364% | +$52.5M | ﹤0.01% | 2077 |
|
|
2025
Q4 | $18.5M | Sell |
924,888
-48,554
| -5% | -$1.05M | ﹤0.01% | 3016 |
|
|
2025
Q3 | $24.1M | Buy |
973,442
+533,163
| +121% | +$15.4M | ﹤0.01% | 2707 |
|
|
2025
Q2 | $15.6M | Sell |
440,279
-133,692
| -23% | -$5.09M | ﹤0.01% | 3050 |
|
|
2025
Q1 | $20.1M | Sell |
573,971
-55,533
| -9% | -$2.54M | ﹤0.01% | 2688 |
|
|
2024
Q4 | $33.6M | Sell |
629,504
-19,909
| -3% | -$965K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $25M | Buy |
649,413
+405,209
| +166% | +$14.9M | ﹤0.01% | 2569 |
|
|
2024
Q2 | $8.8M | Sell |
244,204
-85,372
| -26% | -$2.75M | ﹤0.01% | 3413 |
|
|
2024
Q1 | $10.5M | Sell |
329,576
-636,880
| -66% | -$17.2M | ﹤0.01% | 3310 |
|
|
2023
Q4 | $26M | Buy |
966,456
+786,395
| +437% | +$20.2M | ﹤0.01% | 3107 |
|
|
2023
Q3 | $4.16M | Sell |
180,061
-207,439
| -54% | -$4.27M | ﹤0.01% | 3881 |
|
|
2023
Q2 | $7.56M | Buy |
387,500
+115,411
| +42% | +$2.43M | ﹤0.01% | 3437 |
|
|
2023
Q1 | $5.63M | Buy |
272,089
+121,718
| +81% | +$1.88M | ﹤0.01% | 3681 |
|
|
2022
Q4 | $2.18M | Sell |
150,371
-67,771
| -31% | -$1.08M | ﹤0.01% | 4405 |
|
|
2022
Q3 | $2.98M | Sell |
218,142
-19,043
| -8% | -$241K | ﹤0.01% | 4128 |
|
|
2022
Q2 | $2.69M | Sell |
237,185
-49,434
| -17% | -$625K | ﹤0.01% | 4311 |
|
|
2022
Q1 | $4.4M | Buy |
286,619
+160,170
| +127% | +$2.24M | ﹤0.01% | 3822 |
|
|
2021
Q4 | $2.01M | Sell |
126,449
-15,304
| -11% | -$290K | ﹤0.01% | 4579 |
|
|
2021
Q3 | $2.73M | Sell |
141,753
-31,883
| -18% | -$617K | ﹤0.01% | 4315 |
|
|
2021
Q2 | $3.81M | Buy |
173,636
+163,977
| +1,698% | +$3.33M | ﹤0.01% | 4065 |
|
|
2021
Q1 | $212K | Sell |
9,659
-16,567
| -63% | -$517K | ﹤0.01% | 5634 |
|
|
2020
Q4 | $914K | Buy |
26,226
+16,579
| +172% | +$451K | ﹤0.01% | 4727 |
|
|
2020
Q3 | $222K | Buy |
+9,647
| New | +$235K | ﹤0.01% | 5055 |
|
Other funds holding VERX
VPM
TCM
VCM
GCM