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Marshall & Sterling Wealth Advisors’s Veru VERU Stock Holding History

Marshall & Sterling 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
2026
Q2 		$297 Hold
95
– – ﹤0.01% 329
2026
Q1 		$210 Hold
95
– – ﹤0.01% 333
2025
Q4 		$203 Hold
95
– – ﹤0.01% 331
2025
Q3 		$361 Hold
95
– – ﹤0.01% 630
2025
Q2 		$553 Hold
95
– – ﹤0.01% 602
2025
Q1 		$466 Hold
95
– – ﹤0.01% 619
2024
Q4 		$618 Buy
+95
New +$705 ﹤0.01% 342

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
OC
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
SF
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

Marshall & Sterling Wealth Advisors's VERU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Veru (VERU) position steady in Q2 2026 at 95 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Marshall & Sterling Wealth Advisors first reported a position in VERU in Q4 2024 and has held it in 7 quarters since. The position peaked at $618 in Q4 2024. 61 funds tracked by Wall St. Rank hold VERU as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 95 shares of Veru worth $297 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Veru share count unchanged in Q2 2026.
  • Veru made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #329 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Veru in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Veru position peaked at $618 in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Veru as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.