CGN Advisors’s Verizon VZ Stock Holding History

CGN 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	$1.72M	Sell	40,740 -960	-2%	-$45K	0.13%	148
2026 Q1	$2.09M	Buy	41,700 +3,910	+10%	+$181K	0.17%	124
2025 Q4	$1.54M	Buy	+37,790	New	+$1.53M	0.12%	145
2023 Q1	–	Sell	-5,500	Closed	-$217K	–	225
2022 Q4	$217K	Sell	5,500 -94	-2%	-$3.54K	0.04%	212
2022 Q3	$212K	Buy	5,594 +1,471	+36%	+$65.5K	0.05%	224
2022 Q2	$209K	Buy	+4,123	New	+$209K	0.06%	203
2022 Q1	–	Sell	-4,136	Closed	-$215K	–	235
2021 Q4	$215K	Sell	4,136 -128	-3%	-$6.68K	0.06%	204
2021 Q3	$230K	Sell	4,264 -1,497	-26%	-$82.8K	0.08%	184
2021 Q2	$323K	Buy	5,761 +1,015	+21%	+$58.3K	0.1%	169
2021 Q1	$276K	Sell	4,746 -21	-0.4%	-$1.19K	0.1%	167
2020 Q4	$280K	Buy	+4,767	New	+$283K	0.11%	166

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CGN Advisors's VZ Position: Q2 2026 in Review

CGN Advisors reduced its Verizon (VZ) stake by 2.3% in Q2 2026, selling an estimated $45K and leaving 40,740 shares worth $1.72M. The position accounts for 0.13% of the portfolio, ranked #148.

CGN Advisors first reported a position in VZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.09M in Q1 2026. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

CGN Advisors held 40,740 shares of Verizon worth $1.72M as of Q2 2026.
CGN Advisors sold 960 Verizon shares in Q2 2026, an estimated $45K.
Verizon made up 0.13% of CGN Advisors's portfolio in Q2 2026, its #148 holding.
CGN Advisors first reported a position in Verizon in Q4 2020 and has held it in 11 quarters since.
CGN Advisors's Verizon position peaked at $2.09M in Q1 2026.
3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.