Cyndeo Wealth Partners’s Verizon VZ Stock Holding History

Cyndeo Wealth Partners’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	$11.2M	Buy	263,873 +9,309	+4%	+$437K	0.53%	57
2026 Q1	$12.8M	Buy	254,564 +5,012	+2%	+$232K	0.67%	40
2025 Q4	$10.2M	Buy	249,552 +9,014	+4%	+$366K	0.55%	47
2025 Q3	$10.6M	Sell	240,538 -219	-0.1%	-$9.48K	0.59%	42
2025 Q2	$10.4M	Buy	240,757 +10,106	+4%	+$438K	0.62%	40
2025 Q1	$10.5M	Buy	230,651 +22,301	+11%	+$928K	0.69%	37
2024 Q4	$8.33M	Buy	208,350 +5,829	+3%	+$246K	0.56%	55
2024 Q3	$9.1M	Buy	202,521 +17,855	+10%	+$745K	0.64%	42
2024 Q2	$7.62M	Buy	184,666 +15,751	+9%	+$635K	0.6%	40
2024 Q1	$7.09M	Buy	168,915 +125,307	+287%	+$5.05M	0.59%	45
2023 Q4	$1.64M	Buy	43,608 +198	+0.5%	+$7.01K	0.15%	157
2023 Q3	$1.41M	Buy	43,410 +6,709	+18%	+$227K	0.15%	154
2023 Q2	$1.36M	Buy	36,701 +283	+0.8%	+$10.5K	0.14%	149
2023 Q1	$1.42M	Buy	36,418 +8,512	+31%	+$336K	0.15%	152
2022 Q4	$1.1M	Buy	+27,906	New	+$1.05M	0.13%	161

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cyndeo Wealth Partners's VZ Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Verizon (VZ) stake by 3.7% in Q2 2026, buying an estimated $437K and bringing the position to 263,873 shares worth $11.2M. The position accounts for 0.53% of the portfolio, ranked #57.

Cyndeo Wealth Partners first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.8M in Q1 2026. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Cyndeo Wealth Partners held 263,873 shares of Verizon worth $11.2M as of Q2 2026.
Cyndeo Wealth Partners bought 9,309 Verizon shares in Q2 2026, an estimated $437K.
Verizon made up 0.53% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #57 holding.
Cyndeo Wealth Partners first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Verizon position peaked at $12.8M in Q1 2026.
1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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