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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
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

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

Marshall & Sterling Wealth Advisors's VERU Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Veru (VERU) position steady in Q1 2026 at 95 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Marshall & Sterling Wealth Advisors first reported a position in VERU in Q4 2024 and has held it in 6 quarters since. The position peaked at $618 in Q4 2024. 59 funds tracked by Wall St. Rank hold VERU as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 95 shares of Veru worth $210 as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Veru share count unchanged in Q1 2026.
  • Veru made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #333 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Veru in Q4 2024 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Veru position peaked at $618 in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Veru as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.