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NewEdge Advisors’s Vertex VERX Stock Holding History

NewEdge 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
-323
Closed -$6.45K – 4410
2025
Q4 		$6.45K Sell
323
-154
-32% -$3.33K ﹤0.01% 3602
2025
Q3 		$11.8K Sell
477
-68
-12% -$1.97K ﹤0.01% 3288
2025
Q2 		$19.3K Hold
545
– – ﹤0.01% 2973
2025
Q1 		$19.1K Hold
545
– – ﹤0.01% 2882
2024
Q4 		$29.1K Buy
545
+154
+39% +$7.47K ﹤0.01% 2694
2024
Q3 		$15.1K Buy
391
+130
+50% +$4.79K ﹤0.01% 2805
2024
Q2 		$9.41K Buy
261
+68
+35% +$2.19K ﹤0.01% 2875
2024
Q1 		$6.13K Hold
193
– – ﹤0.01% 3063
2023
Q4 		$5.2K Buy
+193
New +$4.95K ﹤0.01% 3114

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

NewEdge Advisors's VERX Position: Q1 2026 in Review

NewEdge Advisors sold out of Vertex (VERX) in Q1 2026, closing a stake of 323 shares — an estimated $6.45K sold.

NewEdge Advisors first reported a position in VERX in Q4 2023 and held it in 9 quarters. The position peaked at $29.1K in Q4 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • NewEdge Advisors reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 323 Vertex shares in Q1 2026, an estimated $6.45K.
  • NewEdge Advisors first reported a position in Vertex in Q4 2023 and held it in 9 quarters.
  • NewEdge Advisors's Vertex position peaked at $29.1K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.