HFS
VERU icon

Heritage Financial Services’s Veru VERU Stock Holding History

Heritage Financial Services’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
-1,720
Closed -$10K – 141
2025
Q2 		$10K Hold
1,720
– – ﹤0.01% 125
2025
Q1 		$8.43K Buy
+1,720
New +$10.7K ﹤0.01% 120

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

Heritage Financial Services's VERU Position: Q3 2025 in Review

Heritage Financial Services sold out of Veru (VERU) in Q3 2025, closing a stake of 1,720 shares — an estimated $10K sold.

Heritage Financial Services first reported a position in VERU in Q1 2025 and held it in 2 quarters. The position peaked at $10K in Q2 2025. 65 funds tracked by Wall St. Rank hold VERU as of Q3 2025.

  • Heritage Financial Services reported no remaining Veru position as of Q3 2025 after selling out during the quarter.
  • Heritage Financial Services sold 1,720 Veru shares in Q3 2025, an estimated $10K.
  • Heritage Financial Services first reported a position in Veru in Q1 2025 and held it in 2 quarters.
  • Heritage Financial Services's Veru position peaked at $10K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Veru as of Q3 2025.

Based on Heritage Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.