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Crux Wealth Advisors’s Verizon VZ Stock Holding History

Crux 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 		$270K Sell
6,381
-102
-2% -$4.79K 0.09% 164
2026
Q1 		$325K Buy
6,483
+261
+4% +$12.1K 0.12% 140
2025
Q4 		$253K Sell
6,222
-729
-10% -$29.6K 0.09% 154
2025
Q3 		$305K Sell
6,951
-89
-1% -$3.85K 0.12% 139
2025
Q2 		$305K Sell
7,040
-6,727
-49% -$291K 0.13% 138
2025
Q1 		$624K Sell
13,767
-4,101
-23% -$171K 0.33% 90
2024
Q4 		$715K Buy
+17,868
New +$754K 0.4% 74

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

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

Crux Wealth Advisors reduced its Verizon (VZ) stake by 1.6% in Q2 2026, selling an estimated $4.79K and leaving 6,381 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #164.

Crux Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $715K in Q4 2024. 1,782 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Crux Wealth Advisors held 6,381 shares of Verizon worth $270K as of Q2 2026.
  • Crux Wealth Advisors sold 102 Verizon shares in Q2 2026, an estimated $4.79K.
  • Verizon made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Crux Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Verizon position peaked at $715K in Q4 2024.
  • 1,782 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.