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Cornerstone Planning Group’s Verizon VZ Stock Holding History

Cornerstone Planning Group’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 		$215K Sell
4,850
-616
-11% -$28.9K 0.03% 168
2026
Q1 		$259K Buy
5,466
+1,087
+25% +$50.4K 0.03% 141
2025
Q4 		$173K Buy
4,379
+4,305
+5,818% +$175K 0.03% 152
2025
Q3 		$14.3K Sell
74
-3,051
-98% -$132K ﹤0.01% 673
2025
Q2 		$133K Sell
3,125
-1,200
-28% -$52K 0.03% 113
2025
Q1 		$185K Buy
4,325
+2,016
+87% +$83.9K 0.04% 91
2024
Q4 		$93.8K Sell
2,309
-70
-3% -$2.95K 0.02% 115
2024
Q3 		$98.3K Sell
2,379
-261
-10% -$10.9K 0.03% 117
2024
Q2 		$105K Sell
2,640
-792
-23% -$31.9K 0.03% 130
2024
Q1 		$133K Buy
3,432
+1,041
+44% +$42K 0.04% 95
2023
Q4 		$90.1K Sell
2,391
-204
-8% -$7.22K 0.03% 127
2023
Q3 		$84.1K Sell
2,595
-1,082
-29% -$36.6K 0.03% 123
2023
Q2 		$137K Buy
+3,677
New +$136K 0.05% 109
2022
Q4 		$189K Buy
+4,728
New +$178K 0.08% 101

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cornerstone Planning Group's VZ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Verizon (VZ) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 4,850 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #168.

Cornerstone Planning Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $259K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cornerstone Planning Group held 4,850 shares of Verizon worth $215K as of Q2 2026.
  • Cornerstone Planning Group sold 616 Verizon shares in Q2 2026, an estimated $28.9K.
  • Verizon made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #168 holding.
  • Cornerstone Planning Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Verizon position peaked at $259K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.