Wealth Enhancement Advisory Services
VRSK icon

Wealth Enhancement Advisory Services’s Verisk Analytics VRSK Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$4.54M Sell
25,988
-18,232
-41% -$3.21M 0.01% 1070
2026
Q1 		$7.85M Buy
44,220
+5,366
+14% +$1.09M 0.02% 680
2025
Q4 		$8.6M Buy
38,854
+10,057
+35% +$2.27M 0.01% 755
2025
Q3 		$7.09M Buy
28,797
+9,812
+52% +$2.69M 0.01% 800
2025
Q2 		$5.77M Buy
18,985
+631
+3% +$191K 0.01% 842
2025
Q1 		$5.46M Sell
18,354
-2,886
-14% -$832K 0.01% 800
2024
Q4 		$5.85M Buy
21,240
+4,137
+24% +$1.15M 0.01% 744
2024
Q3 		$4.58M Buy
17,103
+2,671
+19% +$723K 0.01% 754
2024
Q2 		$3.89M Buy
14,432
+573
+4% +$140K 0.01% 760
2024
Q1 		$3.27M Sell
13,859
-340
-2% -$81.7K 0.01% 785
2023
Q4 		$3.39M Buy
14,199
+1,467
+12% +$347K 0.01% 721
2023
Q3 		$3.01M Buy
+12,732
New +$3M 0.01% 713
2020
Q3 		– Sell
-14,570
Closed -$2.64M – 245
2020
Q2 		$2.64M Buy
14,570
+6,326
+77% +$1,000K 0.08% 99
2020
Q1 		$1.25M Buy
+8,244
New +$1.29M 0.04% 156
2019
Q4 		– Sell
-11,826
Closed -$1.86M – 242
2019
Q3 		$1.86M Buy
+11,826
New +$1.83M 0.07% 110

Other funds holding VRSK

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's VRSK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Verisk Analytics (VRSK) stake by 41% in Q2 2026, selling an estimated $3.21M and leaving 25,988 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #1070.

Wealth Enhancement Advisory Services first reported a position in VRSK in Q3 2019 and has held it in 15 quarters since. The position peaked at $8.6M in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,988 shares of Verisk Analytics worth $4.54M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 18,232 Verisk Analytics shares in Q2 2026, an estimated $3.21M.
  • Verisk Analytics made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1070 holding.
  • Wealth Enhancement Advisory Services first reported a position in Verisk Analytics in Q3 2019 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Verisk Analytics position peaked at $8.6M in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.