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OneAscent Wealth Management’s Verisk Analytics VRSK Stock Holding History

OneAscent Wealth Management’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
2025
Q4 		– Sell
-888
Closed -$223K – 190
2025
Q3 		$223K Buy
888
+38
+4% +$10.4K 0.08% 163
2025
Q2 		$265K Buy
850
+159
+23% +$48.2K 0.1% 134
2025
Q1 		$206K Sell
691
-70
-9% -$20.2K 0.09% 146
2024
Q4 		$210K Sell
761
-249
-25% -$69.3K 0.09% 151
2024
Q3 		$271K Buy
1,010
+47
+5% +$12.7K 0.1% 144
2024
Q2 		$260K Buy
+963
New +$236K 0.14% 82
2023
Q3 		– Sell
-1,422
Closed -$321K – 180
2023
Q2 		$321K Sell
1,422
-69
-5% -$14.5K 0.15% 67
2023
Q1 		$286K Sell
1,491
-22
-1% -$3.98K 0.11% 130
2022
Q4 		$267K Buy
1,513
+6
+0.4% +$1.05K 0.13% 128
2022
Q3 		$257K Sell
1,507
-409
-21% -$76.4K 0.13% 105
2022
Q2 		$332K Sell
1,916
-448
-19% -$83.5K 0.17% 97
2022
Q1 		$507K Buy
+2,364
New +$466K 0.25% 73
2021
Q4 		– Sell
-2,366
Closed -$474K – 143
2021
Q3 		$474K Buy
+2,366
New +$458K 0.54% 38
2021
Q1 		$701K Buy
3,965
+675
+21% +$124K 0.3% 73
2020
Q4 		$683K Buy
+3,290
New +$640K 0.31% 72

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OneAscent Wealth Management's VRSK Position: Q4 2025 in Review

OneAscent Wealth Management sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 888 shares — an estimated $223K sold.

OneAscent Wealth Management first reported a position in VRSK in Q4 2020 and held it in 15 quarters. The position peaked at $701K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • OneAscent Wealth Management reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 888 Verisk Analytics shares in Q4 2025, an estimated $223K.
  • OneAscent Wealth Management first reported a position in Verisk Analytics in Q4 2020 and held it in 15 quarters.
  • OneAscent Wealth Management's Verisk Analytics position peaked at $701K in Q1 2021.
  • 1,021 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on OneAscent Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.