AWA
VRSK icon

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
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 – 900
2021
Q4 		$14K Buy
+64
New +$14K ﹤0.01% 542

Other funds holding VRSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return