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Optimize Financial’s Vera Therapeutics VERA Stock Holding History

Optimize Financial’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,800
Closed -$901K – 464
2025
Q4 		$901K Buy
17,800
+256
+1% +$9.09K 0.45% 53
2025
Q3 		$510K Buy
+17,544
New +$406K 0.27% 109
2025
Q1 		– Sell
-5,895
Closed -$249K – 288
2024
Q4 		$249K Buy
+5,895
New +$261K 0.19% 168

Other funds holding VERA

ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimize Financial's VERA Position: Q1 2026 in Review

Optimize Financial sold out of Vera Therapeutics (VERA) in Q1 2026, closing a stake of 17,800 shares — an estimated $901K sold.

Optimize Financial first reported a position in VERA in Q4 2024 and held it in 3 quarters. The position peaked at $901K in Q4 2025. 229 funds tracked by Wall St. Rank hold VERA as of Q1 2026.

  • Optimize Financial reported no remaining Vera Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 17,800 Vera Therapeutics shares in Q1 2026, an estimated $901K.
  • Optimize Financial first reported a position in Vera Therapeutics in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Vera Therapeutics position peaked at $901K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.