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Prudential Financial’s
Vertex
VERX
Stock Holding History
Prudential Financial’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
$128K
Buy
+10,790
New
+$168K
﹤0.01%
2204
2025
Q4
–
Sell
-8,120
Closed
-$201K
–
2450
2025
Q3
$201K
Buy
8,120
+15
+0.2%
+$435
﹤0.01%
2215
2025
Q2
$344K
Buy
8,105
+3,885
+92%
+$148K
﹤0.01%
2059
2025
Q1
$201K
Buy
+4,220
New
+$193K
﹤0.01%
2076
2024
Q3
–
Sell
-6,516
Closed
-$235K
–
2805
2024
Q2
$235K
Buy
+6,516
New
+$210K
﹤0.01%
2438
Other funds holding VERX
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$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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