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Strategic Wealth Partners’s Veritone VERI Stock Holding History

Strategic Wealth Partners’s Portfolio VERI Stock Details VERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31K Sell
955
-20
-2% -$38 ﹤0.01% 1239
2026
Q1 		$1.92K Hold
975
– – ﹤0.01% 1170
2025
Q4 		$4.53K Hold
975
– – ﹤0.01% 1067
2025
Q3 		$4.7K Hold
975
– – ﹤0.01% 1050
2025
Q2 		$1.23K Buy
+975
New +$1.77K ﹤0.01% 1038

Other funds holding VERI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Banta Asset Management Newport Beach, California $112M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Strategic Wealth Partners's VERI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Veritone (VERI) stake by 2.1% in Q2 2026, selling an estimated $38 and leaving 955 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Strategic Wealth Partners first reported a position in VERI in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.7K in Q3 2025. 90 funds tracked by Wall St. Rank hold VERI as of Q2 2026.

  • Strategic Wealth Partners held 955 shares of Veritone worth $1.31K as of Q2 2026.
  • Strategic Wealth Partners sold 20 Veritone shares in Q2 2026, an estimated $38.
  • Veritone made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1239 holding.
  • Strategic Wealth Partners first reported a position in Veritone in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Veritone position peaked at $4.7K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Veritone as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.