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Cerro Pacific Wealth Advisors’s Verizon VZ Stock Holding History

Cerro Pacific Wealth Advisors’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 		$631K Buy
14,893
+718
+5% +$33.7K 0.14% 101
2026
Q1 		$712K Sell
14,175
-1,996
-12% -$92.5K 0.19% 85
2025
Q4 		$659K Buy
16,171
+165
+1% +$6.69K 0.18% 87
2025
Q3 		$703K Sell
16,006
-3,486
-18% -$151K 0.19% 88
2025
Q2 		$843K Buy
19,492
+135
+0.7% +$5.85K 0.23% 76
2025
Q1 		$774K Sell
19,357
-844
-4% -$35.1K 0.25% 78
2024
Q4 		$907K Buy
20,201
+2,064
+11% +$87.1K 0.3% 74
2024
Q3 		$748K Buy
18,137
+758
+4% +$31.6K 0.28% 75
2024
Q2 		$717K Buy
+17,379
New +$700K 0.27% 77
2023
Q1 		$590K Buy
15,168
+3,574
+31% +$141K 0.33% 76
2022
Q4 		$457K Buy
11,594
+365
+3% +$13.8K 0.24% 97
2022
Q3 		$426K Buy
11,229
+450
+4% +$20K 0.26% 96
2022
Q2 		$547K Buy
10,779
+346
+3% +$17.5K 0.34% 81
2022
Q1 		$531K Buy
10,433
+120
+1% +$6.36K 0.33% 91
2021
Q4 		$536K Sell
10,313
-2,895
-22% -$151K 0.34% 85
2021
Q3 		$713K Sell
13,208
-2,885
-18% -$160K 0.51% 61
2021
Q2 		$902K Buy
+16,093
New +$924K 0.67% 45
2020
Q4 		$1.61M Buy
+27,360
New +$1.63M 0.96% 25

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Cerro Pacific Wealth Advisors's VZ Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Verizon (VZ) stake by 5.1% in Q2 2026, buying an estimated $33.7K and bringing the position to 14,893 shares worth $631K. The position accounts for 0.14% of the portfolio, ranked #101.

Cerro Pacific Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.61M in Q4 2020. 1,777 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 14,893 shares of Verizon worth $631K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 718 Verizon shares in Q2 2026, an estimated $33.7K.
  • Verizon made up 0.14% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Verizon position peaked at $1.61M in Q4 2020.
  • 1,777 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.