RIL
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Rothschild Investment LLC’s Vertex VERX Stock Holding History

Rothschild Investment LLC’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 		$939 Sell
79
-18
-19% -$280 ﹤0.01% 2900
2025
Q4 		$1.94K Buy
+97
New +$2.1K ﹤0.01% 2399
2025
Q3 		– Sell
-40
Closed -$1.41K – 3253
2025
Q2 		$1.41K Sell
40
-10
-20% -$381 ﹤0.01% 2274
2025
Q1 		$1.75K Sell
50
-10
-17% -$457 ﹤0.01% 1975
2024
Q4 		$3.2K Buy
60
+10
+20% +$485 ﹤0.01% 1540
2024
Q3 		$1.93K Buy
50
+45
+900% +$1.66K ﹤0.01% 1745
2024
Q2 		$180 Buy
+5
New +$161 ﹤0.01% 2523

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VPM
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TCM
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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
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return