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VERX icon

Nuveen’s Vertex VERX Stock Holding History

Nuveen’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 		$2.1M Buy
177,002
+37,711
+27% +$587K ﹤0.01% 2260
2025
Q4 		$2.78M Buy
139,291
+7,589
+6% +$164K ﹤0.01% 2157
2025
Q3 		$3.26M Hold
131,702
– – ﹤0.01% 2104
2025
Q2 		$4.65M Sell
131,702
-14,549
-10% -$554K ﹤0.01% 1920
2025
Q1 		$5.12M Sell
146,251
-7,734
-5% -$353K ﹤0.01% 1918
2024
Q4 		$8.22M Buy
153,985
+7,364
+5% +$357K ﹤0.01% 1695
2024
Q3 		$5.65M Buy
146,621
+2,028
+1% +$74.8K ﹤0.01% 1931
2024
Q2 		$5.21M Buy
+144,593
New +$4.65M ﹤0.01% 1933

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return