NWMP
VERX icon

Noble Wealth Management PBC’s Vertex VERX Stock Holding History

Noble Wealth Management PBC’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 		$1.15K Hold
100
– – ﹤0.01% 678
2026
Q1 		$1.19K Buy
+100
New +$1.56K ﹤0.01% 565

Other funds holding VERX

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Noble Wealth Management PBC's VERX Position: Q2 2026 in Review

Noble Wealth Management PBC held its Vertex (VERX) position steady in Q2 2026 at 100 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Noble Wealth Management PBC first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19K in Q1 2026. 40 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Noble Wealth Management PBC held 100 shares of Vertex worth $1.15K as of Q2 2026.
  • Noble Wealth Management PBC left its Vertex share count unchanged in Q2 2026.
  • Vertex made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #678 holding.
  • Noble Wealth Management PBC first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Vertex position peaked at $1.19K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.