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Wealthspire Advisors (New York)’s Vertex VERX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-7
Closed -$174 – 2827
2025
Q3 		$174 Buy
+7
New +$203 ﹤0.01% 2955

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s VERX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vertex (VERX) in Q4 2025, closing a stake of 7 shares — an estimated $174 sold.

Wealthspire Advisors (New York) first reported a position in VERX in Q3 2025 and held it in 1 quarter. The position peaked at $174 in Q3 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7 Vertex shares in Q4 2025, an estimated $174.
  • Wealthspire Advisors (New York) first reported a position in Vertex in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Vertex position peaked at $174 in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.