Navigoe Wealth Management’s Vertex VERX Stock Holding History

Navigoe Wealth Management’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	$0	Buy	+2	New	+$25	﹤0.01%	1152

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Navigoe Wealth Management's VERX Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Vertex (VERX) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings.

227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Navigoe Wealth Management held 2 shares of Vertex worth $0 as of Q2 2026.
Vertex was a new Navigoe Wealth Management position in Q2 2026.
Vertex made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1152 holding.
227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.