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Vertex shares owned by CI Private Wealth

Quarter-by-quarter ownership of Vertex (VERX) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Vertex

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All positions including Vertex held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 154k 11.48

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Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
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View all positions for CI Private Wealth

Top funds holding Vertex

BlackRock
Vanguard Portfolio Management
UBS Group
Morgan Stanley
Brown Advisory Holdings Incorporated
Vanguard Capital Management
Tensile Capital Management
Jpmorgan Chase & Co
D. E. Shaw & Co
William Blair Investment Management
State Street Corporation
Geode Capital Management
Nomura Holdings
Divisar Capital Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Vertex