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Wealth Preservation Advisors’s Verisk Analytics VRSK Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-3
Closed -$569 – 925
2026
Q1 		$569 Hold
3
– – ﹤0.01% 766
2025
Q4 		$671 Hold
3
– – ﹤0.01% 572
2025
Q3 		$755 Hold
3
– – ﹤0.01% 546
2025
Q2 		$935 Hold
3
– – ﹤0.01% 540
2025
Q1 		$893 Buy
+3
New +$865 ﹤0.01% 521

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Vanguard Portfolio Management
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State Street
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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 Preservation Advisors's VRSK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 3 shares — an estimated $569 sold.

Wealth Preservation Advisors first reported a position in VRSK in Q1 2025 and held it in 5 quarters. The position peaked at $935 in Q2 2025. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3 Verisk Analytics shares in Q2 2026, an estimated $569.
  • Wealth Preservation Advisors first reported a position in Verisk Analytics in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Verisk Analytics position peaked at $935 in Q2 2025.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.