WhitTier Trust Company’s Vertex VERX Stock Holding History

WhitTier Trust Company’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	$6.85K	Sell	511 -529	-51%	-$6.61K	﹤0.01%	1122
2026 Q1	$12.6K	Sell	1,040 -7,538	-88%	-$117K	﹤0.01%	1011
2025 Q4	$170K	Sell	8,578 -129,335	-94%	-$2.8M	﹤0.01%	507
2025 Q3	$3.46M	Buy	137,913 +564	+0.4%	+$16.3K	0.07%	184
2025 Q2	$4.85M	Buy	137,349 +4,784	+4%	+$182K	0.11%	159
2025 Q1	$4.64M	Buy	132,565 +6,463	+5%	+$295K	0.12%	160
2024 Q4	$6.73M	Buy	126,102 +45,987	+57%	+$2.23M	0.17%	120
2024 Q3	$3.08M	Buy	80,115 +2,999	+4%	+$111K	0.08%	193
2024 Q2	$2.78M	Buy	+77,116	New	+$2.48M	0.08%	189

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WhitTier Trust Company's VERX Position: Q2 2026 in Review

WhitTier Trust Company reduced its Vertex (VERX) stake by 51% in Q2 2026, selling an estimated $6.61K and leaving 511 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

WhitTier Trust Company first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.73M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

WhitTier Trust Company held 511 shares of Vertex worth $6.85K as of Q2 2026.
WhitTier Trust Company sold 529 Vertex shares in Q2 2026, an estimated $6.61K.
Vertex made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1122 holding.
WhitTier Trust Company first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
WhitTier Trust Company's Vertex position peaked at $6.73M in Q4 2024.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.