SJS Investment Consulting’s Vertex VERX Stock Holding History

SJS Investment Consulting’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	–	Sell	-1	Closed	-$20	–	2577
2025 Q4	$20	Sell	1 -3	-75%	-$65	﹤0.01%	2063
2025 Q3	$100	Buy	4 +1	+33%	+$29	﹤0.01%	1576
2025 Q2	$107	Sell	3 -2	-40%	-$76	﹤0.01%	1477
2025 Q1	$176	Hold	5	–	–	﹤0.01%	1466
2024 Q4	$267	Sell	5 -1	-17%	-$48	﹤0.01%	1416
2024 Q3	$232	Hold	6	–	–	﹤0.01%	1486
2024 Q2	$217	Hold	6	–	–	﹤0.01%	1497
2024 Q1	$191	Hold	6	–	–	﹤0.01%	1496
2023 Q4	$162	Buy	6 +2	+50%	+$51	﹤0.01%	1499
2023 Q3	$93	Buy	4 +1	+33%	+$21	﹤0.01%	1551
2023 Q2	$59	Hold	3	–	–	﹤0.01%	1551
2023 Q1	$63	Buy	3 +1	+50%	+$15	﹤0.01%	1500
2022 Q4	$29	Buy	2 +1	+100%	+$16	﹤0.01%	1565
2022 Q3	$0	Buy	+1	New	+$13	﹤0.01%	1576

Other funds holding VERX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

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