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Parkworth Wealth Management’s Vertex VERX Stock Holding History

Parkworth 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
2025
Q2 		$35 Hold
1
– – ﹤0.01% 1310
2025
Q1 		$35 Hold
1
– – ﹤0.01% 1158
2024
Q4 		$53 Buy
+1
New +$48 ﹤0.01% 1146

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Parkworth Wealth Management's VERX Position: Q2 2025 in Review

Parkworth Wealth Management held its Vertex (VERX) position steady in Q2 2025 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Parkworth Wealth Management first reported a position in VERX in Q4 2024 and has held it in 3 quarters since. The position peaked at $53 in Q4 2024. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Vertex worth $35 as of Q2 2025.
  • Parkworth Wealth Management left its Vertex share count unchanged in Q2 2025.
  • Vertex made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1310 holding.
  • Parkworth Wealth Management first reported a position in Vertex in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Vertex position peaked at $53 in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.