Morgan Stanley
VERX icon

Morgan Stanley’s Vertex VERX Stock Holding History

Morgan Stanley’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 		$47.4M Sell
4,132,404
-160,843
-4% -$2.01M ﹤0.01% 2285
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
-153,652
-32% -$4.15M ﹤0.01% 3310
2023
Q4 		$13M Buy
483,228
+303,167
+168% +$7.77M ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's VERX Position: Q2 2026 in Review

Morgan Stanley reduced its Vertex (VERX) stake by 3.7% in Q2 2026, selling an estimated $2.01M and leaving 4,132,404 shares worth $47.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Morgan Stanley first reported a position in VERX in Q3 2020 and has held it in 24 quarters since. The position peaked at $51M in Q1 2026. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Morgan Stanley held 4,132,404 shares of Vertex worth $47.4M as of Q2 2026.
  • Morgan Stanley sold 160,843 Vertex shares in Q2 2026, an estimated $2.01M.
  • Vertex made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2285 holding.
  • Morgan Stanley first reported a position in Vertex in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Vertex position peaked at $51M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.