Carolinas Wealth Consulting’s Verisk Analytics VRSK Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-6	Closed	-$1.79K	–	934
2025 Q1	$1.79K	Hold	6	–	–	﹤0.01%	828
2024 Q4	$1.65K	Hold	6	–	–	﹤0.01%	865
2024 Q3	$1.61K	Hold	6	–	–	﹤0.01%	850
2024 Q2	$1.62K	Hold	6	–	–	﹤0.01%	836
2024 Q1	$1.42K	Buy	6 +1	+20%	+$240	﹤0.01%	839
2023 Q4	$1.19K	Hold	5	–	–	﹤0.01%	810
2023 Q3	$1.14K	Hold	5	–	–	﹤0.01%	808
2023 Q2	$1.13K	Hold	5	–	–	﹤0.01%	888
2023 Q1	$959	Hold	5	–	–	﹤0.01%	900
2022 Q4	$882	Hold	5	–	–	﹤0.01%	911
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	865
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	870
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	894
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	942
2021 Q3	$1K	Sell	5 -74	-94%	-$14.3K	﹤0.01%	916
2021 Q2	$14K	Hold	79	–	–	﹤0.01%	568
2021 Q1	$14K	Buy	79 +16	+25%	+$2.93K	﹤0.01%	581
2020 Q4	$13K	Buy	63 +58	+1,160%	+$11.3K	﹤0.01%	547
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	896
2020 Q2	$1K	Buy	+5	New	+$790	﹤0.01%	625

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's VRSK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 6 shares — an estimated $1.79K sold.

Carolinas Wealth Consulting first reported a position in VRSK in Q2 2020 and held it in 20 quarters. The position peaked at $14K in Q2 2021. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 6 Verisk Analytics shares in Q2 2025, an estimated $1.79K.
Carolinas Wealth Consulting first reported a position in Verisk Analytics in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Verisk Analytics position peaked at $14K in Q2 2021.
1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.