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Spire Wealth Management’s Vertex VERX Stock Holding History

Spire Wealth Management’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 		$600 Sell
52
-278
-84% -$3.47K ﹤0.01% 2200
2026
Q1 		$3.92K Hold
330
– – ﹤0.01% 1896
2025
Q4 		$6.59K Hold
330
– – ﹤0.01% 1850
2025
Q3 		$8.18K Hold
330
– – ﹤0.01% 1827
2025
Q2 		$11.7K Sell
330
-4,700
-93% -$179K ﹤0.01% 1674
2025
Q1 		$176K Sell
5,030
-25,470
-84% -$1.16M 0.01% 848
2024
Q4 		$1.63M Sell
30,500
-600
-2% -$29.1K 0.05% 279
2024
Q3 		$1.2M Buy
+31,100
New +$1.15M 0.04% 337

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

Spire Wealth Management's VERX Position: Q2 2026 in Review

Spire Wealth Management reduced its Vertex (VERX) stake by 84% in Q2 2026, selling an estimated $3.47K and leaving 52 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Spire Wealth Management first reported a position in VERX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Spire Wealth Management held 52 shares of Vertex worth $600 as of Q2 2026.
  • Spire Wealth Management sold 278 Vertex shares in Q2 2026, an estimated $3.47K.
  • Vertex made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2200 holding.
  • Spire Wealth Management first reported a position in Vertex in Q3 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's Vertex position peaked at $1.63M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.