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Strategic Advocates’s Vertex VERX Stock Holding History

Strategic Advocates’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
-1,123
Closed -$13.4K – 283
2026
Q1 		$13.4K Sell
1,123
-1,325
-54% -$20.6K 0.06% 146
2025
Q4 		$49K Sell
2,448
-4,381
-64% -$94.8K 0.01% 201
2025
Q3 		$169K Buy
6,829
+365
+6% +$10.6K 0.04% 133
2025
Q2 		$228K Buy
6,464
+565
+10% +$21.5K 0.07% 114
2025
Q1 		$207K Buy
+5,899
New +$269K 0.07% 108

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

Strategic Advocates's VERX Position: Q2 2026 in Review

Strategic Advocates sold out of Vertex (VERX) in Q2 2026, closing a stake of 1,123 shares — an estimated $13.4K sold.

Strategic Advocates first reported a position in VERX in Q1 2025 and held it in 5 quarters. The position peaked at $228K in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Strategic Advocates reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Strategic Advocates sold 1,123 Vertex shares in Q2 2026, an estimated $13.4K.
  • Strategic Advocates first reported a position in Vertex in Q1 2025 and held it in 5 quarters.
  • Strategic Advocates's Vertex position peaked at $228K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.