UBS AM
VERX icon

UBS AM’s Vertex VERX Stock Holding History

UBS AM’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 		$1.81M Sell
151,895
-130,536
-46% -$2.03M ﹤0.01% 2084
2025
Q4 		$5.64M Buy
282,431
+158,251
+127% +$3.42M ﹤0.01% 1402
2025
Q3 		$3.08M Sell
124,180
-79,435
-39% -$2.3M ﹤0.01% 1579
2025
Q2 		$7.19M Buy
203,615
+62,409
+44% +$2.37M ﹤0.01% 1522
2025
Q1 		$4.94M Sell
141,206
-24,315
-15% -$1.11M ﹤0.01% 1585
2024
Q4 		$8.83M Buy
165,521
+25,991
+19% +$1.26M ﹤0.01% 1309
2024
Q3 		$5.37M Buy
139,530
+22,228
+19% +$819K ﹤0.01% 1536
2024
Q2 		$4.23M Buy
117,302
+60,335
+106% +$1.94M ﹤0.01% 1585
2024
Q1 		$1.81M Hold
56,967
– – ﹤0.01% 1732
2023
Q4 		$1.53M Buy
56,967
+23,486
+70% +$602K ﹤0.01% 1808
2023
Q3 		$773K Buy
33,481
+19,008
+131% +$391K ﹤0.01% 2096
2023
Q2 		$299K Hold
14,473
– – ﹤0.01% 2476
2023
Q1 		$299K Buy
+14,473
New +$223K ﹤0.01% 2476

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