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Sterling Investment Advisors (Pennsylvania)’s Vertex VERX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$338K Hold
29,470
– – 0.06% 179
2026
Q1 		$350K Hold
29,470
– – 0.06% 164
2025
Q4 		$589K Hold
29,470
– – 0.11% 131
2025
Q3 		$731K Hold
29,470
– – 0.14% 114
2025
Q2 		$1.04M Hold
29,470
– – 0.23% 94
2025
Q1 		$1.03M Sell
29,470
-2,250
-7% -$103K 0.25% 90
2024
Q4 		$1.69M Hold
31,720
– – 0.41% 67
2024
Q3 		$1.22M Sell
31,720
-1,347
-4% -$49.7K 0.31% 73
2024
Q2 		$1.19M Hold
33,067
– – 0.32% 72
2024
Q1 		$1.05M Hold
33,067
– – 0.3% 78
2023
Q4 		$891K Hold
33,067
– – 0.28% 79
2023
Q3 		$764K Buy
33,067
+852
+3% +$17.5K 0.27% 83
2023
Q2 		$628K Buy
+32,215
New +$680K 0.21% 87

Other funds holding VERX

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VERX Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Vertex (VERX) position steady in Q2 2026 at 29,470 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #179.

Sterling Investment Advisors (Pennsylvania) first reported a position in VERX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q4 2024. 50 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 29,470 shares of Vertex worth $338K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Vertex share count unchanged in Q2 2026.
  • Vertex made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #179 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vertex in Q2 2023 and has held it in 13 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Vertex position peaked at $1.69M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.