Cardinal Point Capital Management’s Verizon VZ Stock Holding History

Cardinal Point Capital Management’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Sell	36,121 -250	-0.7%	-$11.7K	0.09%	102
2026 Q1	$1.83M	Sell	36,371 -1,125	-3%	-$52.1K	0.11%	87
2025 Q4	$1.53M	Buy	37,496 +200	+0.5%	+$8.11K	0.1%	94
2025 Q3	$1.64M	Sell	37,296 -600	-2%	-$26K	0.11%	88
2025 Q2	$1.64M	Sell	37,896 -1,090	-3%	-$47.2K	0.13%	79
2025 Q1	$1.77M	Buy	+38,986	New	+$1.62M	0.16%	69

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cardinal Point Capital Management's VZ Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Verizon (VZ) stake by 0.69% in Q2 2026, selling an estimated $11.7K and leaving 36,121 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #102.

Cardinal Point Capital Management first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q1 2026. 1,727 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Cardinal Point Capital Management held 36,121 shares of Verizon worth $1.53M as of Q2 2026.
Cardinal Point Capital Management sold 250 Verizon shares in Q2 2026, an estimated $11.7K.
Verizon made up 0.09% of Cardinal Point Capital Management's portfolio in Q2 2026, its #102 holding.
Cardinal Point Capital Management first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Verizon position peaked at $1.83M in Q1 2026.
1,727 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.