UWS
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Unique Wealth Strategies’s Verisk Analytics VRSK Stock Holding History

Unique Wealth Strategies’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
Q4 		– Sell
-1,999
Closed -$503K – 269
2025
Q3 		$503K Buy
1,999
+179
+10% +$49.1K 0.19% 161
2025
Q2 		$567K Sell
1,820
-137
-7% -$41.5K 0.24% 131
2025
Q1 		$583K Buy
1,957
+60
+3% +$17.3K 0.26% 95
2024
Q4 		$522K Buy
1,897
+143
+8% +$39.8K 0.23% 134
2024
Q3 		$470K Sell
1,754
-134
-7% -$36.3K 0.2% 157
2024
Q2 		$445K Hold
1,888
– – 0.21% 155
2024
Q1 		$445K Buy
+1,888
New +$454K 0.22% 155

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Unique Wealth Strategies's VRSK Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 1,999 shares — an estimated $503K sold.

Unique Wealth Strategies first reported a position in VRSK in Q1 2024 and held it in 7 quarters. The position peaked at $583K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • Unique Wealth Strategies reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,999 Verisk Analytics shares in Q4 2025, an estimated $503K.
  • Unique Wealth Strategies first reported a position in Verisk Analytics in Q1 2024 and held it in 7 quarters.
  • Unique Wealth Strategies's Verisk Analytics position peaked at $583K in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.