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Zurich Cantonal Bank’s
Vertex
VERX
Stock Holding History
Zurich Cantonal Bank’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
$464K
Buy
39,048
+15,637
+67%
+$244K
﹤0.01%
1868
2025
Q4
$468K
Buy
23,411
+10,348
+79%
+$224K
﹤0.01%
1829
2025
Q3
$324K
Hold
13,063
–
–
﹤0.01%
1954
2025
Q2
$462K
Sell
13,063
-6,019
-32%
-$229K
﹤0.01%
1714
2025
Q1
$668K
Buy
19,082
+3,531
+23%
+$161K
﹤0.01%
1414
2024
Q4
$830K
Buy
15,551
+5,411
+53%
+$262K
﹤0.01%
1302
2024
Q3
$390K
Hold
10,140
–
–
﹤0.01%
1712
2024
Q2
$366K
Buy
10,140
+1,187
+13%
+$38.2K
﹤0.01%
1709
2024
Q1
$284K
Hold
8,953
–
–
﹤0.01%
1844
2023
Q4
$241K
Buy
8,953
+2,228
+33%
+$57.1K
﹤0.01%
1976
2023
Q3
$155K
Hold
6,725
–
–
﹤0.01%
2127
2023
Q2
$131K
Buy
6,725
+2,358
+54%
+$49.7K
﹤0.01%
2194
2023
Q1
$90.4K
Buy
+4,367
New
+$67.3K
﹤0.01%
2339
Other funds holding VERX
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$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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