Universal-Beteiligungs- und Servicegesellschaft
VERX icon

Universal-Beteiligungs- und Servicegesellschaft’s Vertex VERX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
-50,005
Closed -$595K – 2203
2026
Q1 		$595K Buy
50,005
+34,771
+228% +$541K ﹤0.01% 1673
2025
Q4 		$304K Sell
15,234
-11,486
-43% -$248K ﹤0.01% 1862
2025
Q3 		$662K Sell
26,720
-1,254
-4% -$36.3K ﹤0.01% 1680
2025
Q2 		$988K Buy
27,974
+502
+2% +$19.1K ﹤0.01% 1494
2025
Q1 		$962K Sell
27,472
-85,331
-76% -$3.9M ﹤0.01% 1475
2024
Q4 		$6.02M Buy
+112,803
New +$5.47M 0.01% 662

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

Universal-Beteiligungs- und Servicegesellschaft's VERX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Vertex (VERX) in Q2 2026, closing a stake of 50,005 shares — an estimated $595K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in VERX in Q4 2024 and held it in 6 quarters. The position peaked at $6.02M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 50,005 Vertex shares in Q2 2026, an estimated $595K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Vertex in Q4 2024 and held it in 6 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Vertex position peaked at $6.02M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.