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Intentional Wealth Strategies’s Verisk Analytics VRSK Stock Holding History

Intentional Wealth Strategies’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29
Closed -$5.5K – 870
2026
Q1 		$5.5K Buy
+29
New +$5.89K 0.01% 470

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Intentional Wealth Strategies's VRSK Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 29 shares — an estimated $5.5K sold.

Intentional Wealth Strategies first reported a position in VRSK in Q1 2026 and held it in 1 quarter. The position peaked at $5.5K in Q1 2026. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 29 Verisk Analytics shares in Q2 2026, an estimated $5.5K.
  • Intentional Wealth Strategies first reported a position in Verisk Analytics in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Verisk Analytics position peaked at $5.5K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.