Steward Partners Investment Advisory
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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
Q2 		– Sell
-319
Closed -$3.79K – 4871
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's VERX Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Vertex (VERX) in Q2 2026, closing a stake of 319 shares — an estimated $3.79K sold.

Steward Partners Investment Advisory first reported a position in VERX in Q4 2024 and held it in 6 quarters. The position peaked at $38.5K in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 319 Vertex shares in Q2 2026, an estimated $3.79K.
  • Steward Partners Investment Advisory first reported a position in Vertex in Q4 2024 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Vertex position peaked at $38.5K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.