PDS Planning’s Verisk Analytics VRSK Stock Holding History

PDS Planning’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 Q3	–	Sell	-692	Closed	-$216K	–	561
2025 Q2	$216K	Buy	+692	New	+$210K	0.02%	461

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PDS Planning's VRSK Position: Q3 2025 in Review

PDS Planning sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 692 shares — an estimated $216K sold.

PDS Planning first reported a position in VRSK in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

PDS Planning reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
PDS Planning sold 692 Verisk Analytics shares in Q3 2025, an estimated $216K.
PDS Planning first reported a position in Verisk Analytics in Q2 2025 and held it in 1 quarter.
PDS Planning's Verisk Analytics position peaked at $216K in Q2 2025.
998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on PDS Planning's 13F filing for Q3 2025, filed 21 Oct 2025.