Strait & Sound Wealth Management’s Verisk Analytics VRSK Stock Holding History

Strait & Sound 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
2026 Q2	$296K	Hold	1,650	–	–	0.1%	123
2026 Q1	$313K	Hold	1,650	–	–	0.12%	125
2025 Q4	$369K	Buy	1,650 +34	+2%	+$7.67K	0.14%	108
2025 Q3	$406K	Hold	1,616	–	–	0.16%	99
2025 Q2	$503K	Sell	1,616 -384	-19%	-$116K	0.21%	89
2025 Q1	$595K	Hold	2,000	–	–	0.28%	75
2024 Q4	$551K	Hold	2,000	–	–	0.26%	70
2024 Q3	$536K	Sell	2,000 -268	-12%	-$72.6K	0.26%	70
2024 Q2	$611K	Sell	2,268 -19	-0.8%	-$4.65K	0.31%	55
2024 Q1	$511K	Hold	2,287	–	–	0.29%	55
2023 Q4	$541K	Hold	2,287	–	–	0.34%	51
2023 Q3	$540K	Hold	2,287	–	–	0.46%	46
2023 Q2	$517K	Buy	2,287 +19	+0.8%	+$3.99K	0.51%	44
2023 Q1	$435K	Buy	2,268 +66	+3%	+$12K	0.43%	55
2022 Q4	$400K	Buy	+2,202	New	+$387K	0.44%	57

Other funds holding VRSK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Strait & Sound Wealth Management's VRSK Position: Q2 2026 in Review

Strait & Sound Wealth Management held its Verisk Analytics (VRSK) position steady in Q2 2026 at 1,650 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #123.

Strait & Sound Wealth Management first reported a position in VRSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $611K in Q2 2024. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Strait & Sound Wealth Management held 1,650 shares of Verisk Analytics worth $296K as of Q2 2026.
Strait & Sound Wealth Management left its Verisk Analytics share count unchanged in Q2 2026.
Verisk Analytics made up 0.1% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #123 holding.
Strait & Sound Wealth Management first reported a position in Verisk Analytics in Q4 2022 and has held it in 15 quarters since.
Strait & Sound Wealth Management's Verisk Analytics position peaked at $611K in Q2 2024.
956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.