IWC
VERU icon

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
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

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Integrated Wealth Concepts's VERU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Veru (VERU) stake by 4.3% in Q1 2026, buying an estimated $1.19K and bringing the position to 11,765 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Integrated Wealth Concepts first reported a position in VERU in Q2 2023 and has held it in 12 quarters since. The position peaked at $55.9K in Q4 2024. 59 funds tracked by Wall St. Rank hold VERU as of Q1 2026.

  • Integrated Wealth Concepts held 11,765 shares of Veru worth $26K as of Q1 2026.
  • Integrated Wealth Concepts bought 490 Veru shares in Q1 2026, an estimated $1.19K.
  • Veru made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2248 holding.
  • Integrated Wealth Concepts first reported a position in Veru in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Veru position peaked at $55.9K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Veru as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.