OrbiMed’s Vera Therapeutics VERA Stock Holding History

OrbiMed’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 Q2	$15.9M	Hold	369,596	–	–	0.29%	73
2026 Q1	$14.9M	Buy	369,596 +16,096	+5%	+$693K	0.29%	65
2025 Q4	$17.9M	Buy	+353,500	New	+$12.6M	0.37%	64
2025 Q2	–	Sell	-481,065	Closed	-$11.6M	–	121
2025 Q1	$11.6M	Sell	481,065 -261,507	-35%	-$8.4M	0.28%	57
2024 Q4	$31.4M	Buy	742,572 +66,700	+10%	+$2.95M	0.65%	44
2024 Q3	$29.9M	Hold	675,872	–	–	0.54%	49
2024 Q2	$24.5M	Hold	675,872	–	–	0.48%	52
2024 Q1	$29.1M	Sell	675,872 -842,243	-55%	-$30M	0.53%	51
2023 Q4	$23.3M	Hold	1,518,115	–	–	0.47%	61
2023 Q3	$20.8M	Sell	1,518,115 -238,685	-14%	-$4.1M	0.44%	62
2023 Q2	$28.2M	Buy	1,756,800 +394,400	+29%	+$3.56M	0.51%	59
2023 Q1	$10.6M	Buy	+1,362,400	New	+$10.5M	0.21%	85

Other funds holding VERA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OrbiMed's VERA Position: Q2 2026 in Review

OrbiMed held its Vera Therapeutics (VERA) position steady in Q2 2026 at 369,596 shares worth $15.9M. The position accounts for 0.29% of the portfolio, ranked #73.

OrbiMed first reported a position in VERA in Q1 2023 and has held it in 12 quarters since. The position peaked at $31.4M in Q4 2024. 220 funds tracked by Wall St. Rank hold VERA as of Q2 2026.

OrbiMed held 369,596 shares of Vera Therapeutics worth $15.9M as of Q2 2026.
OrbiMed left its Vera Therapeutics share count unchanged in Q2 2026.
Vera Therapeutics made up 0.29% of OrbiMed's portfolio in Q2 2026, its #73 holding.
OrbiMed first reported a position in Vera Therapeutics in Q1 2023 and has held it in 12 quarters since.
OrbiMed's Vera Therapeutics position peaked at $31.4M in Q4 2024.
220 funds tracked by Wall St. Rank held Vera Therapeutics as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.