NSAM
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North Star Asset Management’s Vertex VERX Stock Holding History

North Star Asset Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.66M Buy
131,952
+16,578
+14% +$586K 0.2% 98
2025
Q1 		$4.04M Buy
+115,374
New +$4.04M 0.18% 99