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Rachor Investment Advisory Services’s Vertex VERX Stock Holding History

Rachor Investment Advisory Services’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 		– Sell
-130
Closed -$1.55K – 417
2026
Q1 		$1.55K Buy
130
+30
+30% +$467 ﹤0.01% 285
2025
Q4 		$2K Buy
+100
New +$2.16K ﹤0.01% 244

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

Rachor Investment Advisory Services's VERX Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of Vertex (VERX) in Q2 2026, closing a stake of 130 shares — an estimated $1.55K sold.

Rachor Investment Advisory Services first reported a position in VERX in Q4 2025 and held it in 2 quarters. The position peaked at $2K in Q4 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 130 Vertex shares in Q2 2026, an estimated $1.55K.
  • Rachor Investment Advisory Services first reported a position in Vertex in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's Vertex position peaked at $2K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.