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Summit Financial’s Veru VERU Stock Holding History

Summit Financial’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335K Sell
151,783
-719
-0.5% -$1.75K ﹤0.01% 1140
2025
Q4 		$326K Sell
152,502
-11,350
-7% -$33.8K ﹤0.01% 1046
2025
Q3 		$623K Buy
+163,852
New +$708K 0.01% 815

Other funds holding VERU

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return