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CogentBlue Wealth Advisors’s Verizon VZ Stock Holding History

CogentBlue 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 		– Sell
-4,013
Closed -$201K – 108
2026
Q1 		$201K Buy
+4,013
New +$186K 0.14% 76

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CogentBlue Wealth Advisors's VZ Position: Q2 2026 in Review

CogentBlue Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,013 shares — an estimated $201K sold.

CogentBlue Wealth Advisors first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 742 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • CogentBlue Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 4,013 Verizon shares in Q2 2026, an estimated $201K.
  • CogentBlue Wealth Advisors first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's Verizon position peaked at $201K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.