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Steward Partners Investment Advisory’s Vertex VERX Stock Holding History

Steward Partners Investment Advisory’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 		$3.79K Sell
319
-465
-59% -$7.24K ﹤0.01% 3883
2025
Q4 		$15.7K Sell
784
-125
-14% -$2.7K ﹤0.01% 3240
2025
Q3 		$22.5K Buy
909
+199
+28% +$5.76K ﹤0.01% 3038
2025
Q2 		$25.1K Sell
710
-11
-2% -$419 ﹤0.01% 2812
2025
Q1 		$25.2K Hold
721
– – ﹤0.01% 2696
2024
Q4 		$38.5K Buy
+721
New +$35K ﹤0.01% 2474

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