Russell Investments Group
VERX icon

Russell Investments Group’s Vertex VERX Stock Holding History

Russell Investments 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
Q1 		$126K Sell
10,621
-4,314
-29% -$67.2K ﹤0.01% 3011
2025
Q4 		$298K Sell
14,935
-7,663
-34% -$166K ﹤0.01% 2682
2025
Q3 		$560K Buy
22,598
+9,055
+67% +$262K ﹤0.01% 2433
2025
Q2 		$479K Buy
13,543
+13,420
+10,911% +$511K ﹤0.01% 2353
2025
Q1 		$4.31K Sell
123
-190
-61% -$8.68K ﹤0.01% 3392
2024
Q4 		$16.7K Buy
313
+279
+821% +$13.5K ﹤0.01% 3044
2024
Q3 		$1.31K Sell
34
-1,341
-98% -$49.4K ﹤0.01% 3449
2024
Q2 		$49.6K Sell
1,375
-2,092
-60% -$67.3K ﹤0.01% 2765
2024
Q1 		$110K Sell
3,467
-137,688
-98% -$3.71M ﹤0.01% 2562
2023
Q4 		$3.8M Buy
+141,155
New +$3.62M 0.01% 1269
2020
Q4 		– Sell
-34,644
Closed -$796K – 3199
2020
Q3 		$796K Buy
+34,644
New +$843K ﹤0.01% 2166

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
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
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return