Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Vertex VERX Stock Holding History

Northwestern Mutual 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
Q1 		– Sell
-493
Closed -$9.85K – 4479
2025
Q4 		$9.85K Buy
493
+490
+16,333% +$10.6K ﹤0.01% 3002
2025
Q3 		$74 Buy
+3
New +$87 ﹤0.01% 3723
2025
Q1 		– Sell
-5
Closed -$267 – 3956
2024
Q4 		$267 Hold
5
– – ﹤0.01% 3429
2024
Q3 		$193 Hold
5
– – ﹤0.01% 3446
2024
Q2 		$180 Buy
+5
New +$161 ﹤0.01% 3365
2023
Q3 		– Sell
-119
Closed -$2.32K – 3545
2023
Q2 		$2.32K Buy
+119
New +$2.51K ﹤0.01% 2963
2023
Q1 		– Sell
-94
Closed -$1.36K – 3598
2022
Q4 		$1.36K Buy
+94
New +$1.5K ﹤0.01% 3006

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

Northwestern Mutual Wealth Management's VERX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Vertex (VERX) in Q1 2026, closing a stake of 493 shares — an estimated $9.85K sold.

Northwestern Mutual Wealth Management first reported a position in VERX in Q4 2022 and held it in 7 quarters. The position peaked at $9.85K in Q4 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 493 Vertex shares in Q1 2026, an estimated $9.85K.
  • Northwestern Mutual Wealth Management first reported a position in Vertex in Q4 2022 and held it in 7 quarters.
  • Northwestern Mutual Wealth Management's Vertex position peaked at $9.85K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.