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Cascade Financial Partners’s Verizon VZ Stock Holding History

Cascade Financial Partners’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 		$283K Sell
6,679
-382
-5% -$17.9K 0.02% 233
2026
Q1 		$354K Hold
7,061
– – 0.04% 191
2025
Q4 		$288K Sell
7,061
-257
-4% -$10.4K 0.03% 213
2025
Q3 		$322K Buy
7,318
+250
+4% +$10.8K 0.04% 196
2025
Q2 		$306K Buy
7,068
+865
+14% +$37.5K 0.04% 203
2025
Q1 		$281K Buy
6,203
+715
+13% +$29.8K 0.04% 201
2024
Q4 		$219K Buy
+5,488
New +$232K 0.03% 231

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cascade Financial Partners's VZ Position: Q2 2026 in Review

Cascade Financial Partners reduced its Verizon (VZ) stake by 5.4% in Q2 2026, selling an estimated $17.9K and leaving 6,679 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #233.

Cascade Financial Partners first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q1 2026. 1,727 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cascade Financial Partners held 6,679 shares of Verizon worth $283K as of Q2 2026.
  • Cascade Financial Partners sold 382 Verizon shares in Q2 2026, an estimated $17.9K.
  • Verizon made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #233 holding.
  • Cascade Financial Partners first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Cascade Financial Partners's Verizon position peaked at $354K in Q1 2026.
  • 1,727 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.