Integrated Wealth Concepts
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Integrated Wealth Concepts’s Veru VERU Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$38.4K Buy
12,265
+500
+4% +$1.27K ﹤0.01% 2374
2026
Q1 		$26K Buy
11,765
+490
+4% +$1.19K ﹤0.01% 2248
2025
Q4 		$24.1K Buy
11,275
+910
+9% +$2.71K ﹤0.01% 1589
2025
Q3 		$39.4K Buy
10,365
+992
+11% +$4.29K ﹤0.01% 1955
2025
Q2 		$54.5K Buy
9,373
+208
+2% +$1.17K ﹤0.01% 1860
2025
Q1 		$44.9K Buy
9,165
+575
+7% +$3.56K ﹤0.01% 1704
2024
Q4 		$55.9K Buy
8,590
+2,050
+31% +$15.2K ﹤0.01% 1679
2024
Q3 		$50.3K Buy
6,540
+100
+2% +$863 ﹤0.01% 1641
2024
Q2 		$54.2K Buy
6,440
+1,350
+27% +$15.6K ﹤0.01% 1607
2024
Q1 		$35.6K Buy
5,090
+4,000
+367% +$21.3K ﹤0.01% 1626
2023
Q4 		$7.85K Hold
1,090
– – ﹤0.01% 1587
2023
Q3 		$7.84K Hold
1,090
– – ﹤0.01% 1552
2023
Q2 		$13K Buy
+1,090
New +$12.8K ﹤0.01% 1545

Other funds holding VERU

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Integrated Wealth Concepts's VERU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Veru (VERU) stake by 4.2% in Q2 2026, buying an estimated $1.27K and bringing the position to 12,265 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Integrated Wealth Concepts first reported a position in VERU in Q2 2023 and has held it in 13 quarters since. The position peaked at $55.9K in Q4 2024. 61 funds tracked by Wall St. Rank hold VERU as of Q2 2026.

  • Integrated Wealth Concepts held 12,265 shares of Veru worth $38.4K as of Q2 2026.
  • Integrated Wealth Concepts bought 500 Veru shares in Q2 2026, an estimated $1.27K.
  • Veru made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2374 holding.
  • Integrated Wealth Concepts first reported a position in Veru in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Veru position peaked at $55.9K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Veru as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.