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Private Wealth Management Group’s Vertex VERX Stock Holding History

Private Wealth Management Group’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 Sell
100
-259
-72% -$3.23K ﹤0.01% 1276
2026
Q1 		$4.27K Buy
+359
New +$5.59K ﹤0.01% 833
2025
Q4 		– Sell
-47
Closed -$1.17K – 1545
2025
Q3 		$1.17K Sell
47
-3
-6% -$87 ﹤0.01% 1245
2025
Q2 		$1.77K Buy
+50
New +$1.9K ﹤0.01% 1121

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's VERX Position: Q2 2026 in Review

Private Wealth Management Group reduced its Vertex (VERX) stake by 72% in Q2 2026, selling an estimated $3.23K and leaving 100 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Private Wealth Management Group first reported a position in VERX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.27K in Q1 2026. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Private Wealth Management Group held 100 shares of Vertex worth $1.15K as of Q2 2026.
  • Private Wealth Management Group sold 259 Vertex shares in Q2 2026, an estimated $3.23K.
  • Vertex made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1276 holding.
  • Private Wealth Management Group first reported a position in Vertex in Q2 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's Vertex position peaked at $4.27K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.