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Veratis Advisors, Inc. Historic Quarter Change: USA Stocks, Added

Veratis Advisors, Inc. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 1 quarter from 2025-12-31 to 2026-06-30, Veratis Advisors, Inc. opened 9 positions, added to 15, reduced 14 and sold out of 3.

  • Q2 2026: Stock WMT; Country of operation United States; Class COM; Shares before 20,616.
  • Q2 2026: Stock V; Country of operation United States; Class COM CL A; Shares before 1,266.
  • Q2 2026: Stock ORCL; Country of operation United States; Class COM; Shares before 2,747.
  • Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 351.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111807), 1 quarter: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026WMT
WALMART INC
United StatesCOM20,61640,978+20,362$2,658,666$4,868,829+$2,210,1632026-08-13
Q2 2026V
VISA INC
United StatesCOM CL A1,2662,510+1,244$405,041$809,510+$404,4692026-08-13
Q2 2026ORCL
ORACLE CORP
United StatesCOM2,7474,747+2,000$423,670$695,673+$272,0032026-08-13
Q2 2026LLY
ELI LILLY & CO
United StatesCOM351451+100$365,986$540,943+$174,9572026-08-13
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A1,8301,975+145$551,435$705,840+$154,4052026-08-13
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW2,7543,033+279$1,388,057$1,517,683+$129,6262026-08-13
Q2 2026MCD
MCDONALDS CORP
United StatesCOM1,6551,658+3$540,523$448,174-$92,3492026-08-13
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM2,1592,194+35$559,010$616,926+$57,9162026-08-13
Q2 2026NFLX
NETFLIX INC.
United StatesCOM4,3305,430+1,100$331,223$387,702+$56,4792026-08-13
Q2 2026SCHW
SCHWAB CHARLES CORP
United StatesCOM2,6923,314+622$250,681$305,783+$55,1022026-08-13
Q2 2026ABBV
ABBVIE INC
United StatesCOM938947+9$217,539$238,417+$20,8782026-08-13
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM2,0332,215+182$807,697$826,203+$18,5062026-08-13
Q2 2026FNB
F N B CORP
United StatesCOM10,23710,260+23$184,936$195,762+$10,8262026-08-13
Q2 2026PM
PHILIP MORRIS INTL INC
United StatesCOM1,9071,921+14$350,583$347,528-$3,0552026-08-13
Q2 2026DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW2,1592,175+16$274,047$275,286+$1,2392026-08-13

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