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Charter Oak Capital Management’s Veru VERU Stock Holding History

Charter Oak Capital Management’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,000
Closed -$11.6K – 208
2025
Q2 		$11.6K Hold
2,000
– – ﹤0.01% 196
2025
Q1 		$9.8K Hold
2,000
– – ﹤0.01% 193
2024
Q4 		$13K Buy
+2,000
New +$14.8K ﹤0.01% 180
2024
Q2 		– Sell
-2,000
Closed -$14K – 189
2024
Q1 		$14K Buy
+2,000
New +$10.7K ﹤0.01% 182
2022
Q3 		– Sell
-50
Closed -$6K – 860
2022
Q2 		$6K Hold
50
– – ﹤0.01% 679
2022
Q1 		$2K Hold
50
– – ﹤0.01% 900
2021
Q4 		$3K Hold
50
– – ﹤0.01% 758
2021
Q3 		$4K Hold
50
– – ﹤0.01% 707
2021
Q2 		$4K Buy
+50
New +$4.4K ﹤0.01% 697

Other funds holding VERU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charter Oak Capital Management's VERU Position: Q3 2025 in Review

Charter Oak Capital Management sold out of Veru (VERU) in Q3 2025, closing a stake of 2,000 shares — an estimated $11.6K sold.

Charter Oak Capital Management first reported a position in VERU in Q2 2021 and held it in 9 quarters. The position peaked at $14K in Q1 2024. 65 funds tracked by Wall St. Rank hold VERU as of Q3 2025.

  • Charter Oak Capital Management reported no remaining Veru position as of Q3 2025 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,000 Veru shares in Q3 2025, an estimated $11.6K.
  • Charter Oak Capital Management first reported a position in Veru in Q2 2021 and held it in 9 quarters.
  • Charter Oak Capital Management's Veru position peaked at $14K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Veru as of Q3 2025.

Based on Charter Oak Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.