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Kingswood Wealth Advisors’s Veru VERU Stock Holding History

Kingswood Wealth Advisors’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
Q2 		– Sell
-1,080
Closed -$5.29K – 791
2025
Q1 		$5.29K Hold
1,080
– – ﹤0.01% 723
2024
Q4 		$7.03K Buy
+1,080
New +$8.01K ﹤0.01% 784
2024
Q3 		– Sell
-2,480
Closed -$20.9K – 755
2024
Q2 		$20.9K Hold
2,480
– – ﹤0.01% 650
2024
Q1 		$17.4K Buy
2,480
+80
+3% +$426 ﹤0.01% 617
2023
Q4 		$17.3K Buy
+2,400
New +$21.3K ﹤0.01% 626

Other funds holding VERU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kingswood Wealth Advisors's VERU Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Veru (VERU) in Q2 2025, closing a stake of 1,080 shares — an estimated $5.29K sold.

Kingswood Wealth Advisors first reported a position in VERU in Q4 2023 and held it in 5 quarters. The position peaked at $20.9K in Q2 2024. 125 funds tracked by Wall St. Rank hold VERU as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Veru position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,080 Veru shares in Q2 2025, an estimated $5.29K.
  • Kingswood Wealth Advisors first reported a position in Veru in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Veru position peaked at $20.9K in Q2 2024.
  • 125 funds tracked by Wall St. Rank held Veru as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.