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Independent Financial Group’s Veru VERU Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-14,150
Closed -$53.8K – 1488
2025
Q3 		$53.8K Sell
14,150
-1,250
-8% -$5.4K ﹤0.01% 1347
2025
Q2 		$89.6K Hold
15,400
– – ﹤0.01% 1270
2025
Q1 		$75.5K Sell
15,400
-1,150
-7% -$7.13K ﹤0.01% 1154
2024
Q4 		$108K Sell
16,550
-6,850
-29% -$50.8K ﹤0.01% 1129
2024
Q3 		$180K Buy
23,400
+1,250
+6% +$10.8K 0.01% 1086
2024
Q2 		$186K Buy
+22,150
New +$256K 0.01% 1030

Other funds holding VERU

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Independent Financial Group's VERU Position: Q4 2025 in Review

Independent Financial Group sold out of Veru (VERU) in Q4 2025, closing a stake of 14,150 shares — an estimated $53.8K sold.

Independent Financial Group first reported a position in VERU in Q2 2024 and held it in 6 quarters. The position peaked at $186K in Q2 2024. 53 funds tracked by Wall St. Rank hold VERU as of Q4 2025.

  • Independent Financial Group reported no remaining Veru position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 14,150 Veru shares in Q4 2025, an estimated $53.8K.
  • Independent Financial Group first reported a position in Veru in Q2 2024 and held it in 6 quarters.
  • Independent Financial Group's Veru position peaked at $186K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Veru as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.