VWM
CYBR

Venturi Wealth Management’s CyberArk CYBR Stock Holding History

Venturi Wealth Management’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-945
Closed -$422K – 619
2025
Q4 		$422K Buy
945
+25
+3% +$12K 0.02% 388
2025
Q3 		$444K Buy
920
+3
+0.3% +$1.29K 0.02% 361
2025
Q2 		$373K Buy
917
+83
+10% +$30.3K 0.02% 376
2025
Q1 		$282K Buy
834
+29
+4% +$10.4K 0.01% 455
2024
Q4 		$268K Buy
805
+52
+7% +$15.8K 0.01% 478
2024
Q3 		$220K Buy
753
+253
+51% +$68.4K 0.01% 439
2024
Q2 		$137K Buy
+500
New +$123K 0.01% 460

Other funds holding CYBR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Venturi Wealth Management's CYBR Position: Q1 2026 in Review

Venturi Wealth Management sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 945 shares — an estimated $422K sold.

Venturi Wealth Management first reported a position in CYBR in Q2 2024 and held it in 7 quarters. The position peaked at $444K in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Venturi Wealth Management reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 945 CyberArk shares in Q1 2026, an estimated $422K.
  • Venturi Wealth Management first reported a position in CyberArk in Q2 2024 and held it in 7 quarters.
  • Venturi Wealth Management's CyberArk position peaked at $444K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.