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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
Q2 		$444K Sell
141,865
-9,918
-7% -$25.3K ﹤0.01% 1149
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's VERU Position: Q2 2026 in Review

Summit Financial reduced its Veru (VERU) stake by 6.5% in Q2 2026, selling an estimated $25.3K and leaving 141,865 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Summit Financial first reported a position in VERU in Q3 2025 and has held it in 4 quarters since. The position peaked at $623K in Q3 2025. 61 funds tracked by Wall St. Rank hold VERU as of Q2 2026.

  • Summit Financial held 141,865 shares of Veru worth $444K as of Q2 2026.
  • Summit Financial sold 9,918 Veru shares in Q2 2026, an estimated $25.3K.
  • Veru made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1149 holding.
  • Summit Financial first reported a position in Veru in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Veru position peaked at $623K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Veru as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.