Amplius Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Amplius Wealth Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Buy	11,573 +15	+0.1%	+$2.64K	0.15%	54
2026 Q1	$2.19M	Sell	11,558 -628	-5%	-$127K	0.18%	51
2025 Q4	$2.73M	Buy	12,186 +1	+0%	+$226	0.23%	45
2025 Q3	$3.06M	Sell	12,185 -848	-7%	-$233K	0.26%	41
2025 Q2	$4.06M	Buy	13,033 +4,153	+47%	+$1.26M	0.38%	41
2025 Q1	$2.64M	Buy	8,880 +474	+6%	+$137K	0.27%	47
2024 Q4	$2.32M	Sell	8,406 -81	-1%	-$22.5K	0.24%	47
2024 Q3	$2.27M	Sell	8,487 -7	-0.1%	-$1.9K	0.25%	46
2024 Q2	$2.29M	Buy	+8,494	New	+$2.08M	0.25%	49
2022 Q1	–	Sell	-64	Closed	-$14K	–	895
2021 Q4	$14K	Buy	+64	New	+$14K	﹤0.01%	542

Other funds holding VRSK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amplius Wealth Advisors's VRSK Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Verisk Analytics (VRSK) stake by 0.13% in Q2 2026, buying an estimated $2.64K and bringing the position to 11,573 shares worth $2.08M. The position accounts for 0.15% of the portfolio, ranked #54.

Amplius Wealth Advisors first reported a position in VRSK in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.06M in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Amplius Wealth Advisors held 11,573 shares of Verisk Analytics worth $2.08M as of Q2 2026.
Amplius Wealth Advisors bought 15 Verisk Analytics shares in Q2 2026, an estimated $2.64K.
Verisk Analytics made up 0.15% of Amplius Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Amplius Wealth Advisors first reported a position in Verisk Analytics in Q4 2021 and has held it in 10 quarters since.
Amplius Wealth Advisors's Verisk Analytics position peaked at $4.06M in Q2 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.