Wells Fargo
VERX icon

Wells Fargo’s Vertex VERX Stock Holding History

Wells Fargo’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 		$798K Buy
69,526
+43,553
+168% +$544K ﹤0.01% 4274
2026
Q1 		$309K Sell
25,973
-60,821
-70% -$947K ﹤0.01% 4429
2025
Q4 		$1.73M Buy
86,794
+32,158
+59% +$696K ﹤0.01% 3565
2025
Q3 		$1.35M Buy
54,636
+7,438
+16% +$215K ﹤0.01% 3593
2025
Q2 		$1.67M Sell
47,198
-72,237
-60% -$2.75M ﹤0.01% 3351
2025
Q1 		$4.18M Buy
119,435
+85,055
+247% +$3.88M ﹤0.01% 2561
2024
Q4 		$1.83M Buy
34,380
+13,135
+62% +$637K ﹤0.01% 3261
2024
Q3 		$818K Sell
21,245
-4,023
-16% -$148K ﹤0.01% 3674
2024
Q2 		$911K Buy
25,268
+19,378
+329% +$624K ﹤0.01% 3563
2024
Q1 		$187K Buy
5,890
+3,508
+147% +$94.6K ﹤0.01% 4510
2023
Q4 		$64.2K Buy
2,382
+28
+1% +$718 ﹤0.01% 5169
2023
Q3 		$54.4K Buy
2,354
+330
+16% +$6.79K ﹤0.01% 5132
2023
Q2 		$39.5K Buy
2,024
+1,121
+124% +$23.6K ﹤0.01% 5515
2023
Q1 		$18.7K Sell
903
-178
-16% -$2.75K ﹤0.01% 5663
2022
Q4 		$15.7K Buy
1,081
+15
+1% +$240 ﹤0.01% 5365
2022
Q3 		$15K Buy
1,066
+775
+266% +$9.83K ﹤0.01% 5531
2022
Q2 		$3K Sell
291
-233
-44% -$2.95K ﹤0.01% 6234
2022
Q1 		$8K Buy
524
+43
+9% +$602 ﹤0.01% 6354
2021
Q4 		$8K Buy
481
+217
+82% +$4.11K ﹤0.01% 6622
2021
Q3 		$5K Sell
264
-5,167
-95% -$99.9K ﹤0.01% 6390
2021
Q2 		$119K Sell
5,431
-485,705
-99% -$9.86M ﹤0.01% 5236
2021
Q1 		$10.8M Sell
491,136
-1,346,215
-73% -$42M ﹤0.01% 2138
2020
Q4 		$64M Buy
1,837,351
+27,156
+2% +$739K 0.02% 847
2020
Q3 		$41.6M Buy
+1,810,195
New +$44.1M 0.01% 971

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

Wells Fargo's VERX Position: Q2 2026 in Review

Wells Fargo increased its Vertex (VERX) stake by 168% in Q2 2026, buying an estimated $544K and bringing the position to 69,526 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

Wells Fargo first reported a position in VERX in Q3 2020 and has held it in 24 quarters since. The position peaked at $64M in Q4 2020. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Wells Fargo held 69,526 shares of Vertex worth $798K as of Q2 2026.
  • Wells Fargo bought 43,553 Vertex shares in Q2 2026, an estimated $544K.
  • Vertex made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4274 holding.
  • Wells Fargo first reported a position in Vertex in Q3 2020 and has held it in 24 quarters since.
  • Wells Fargo's Vertex position peaked at $64M in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.