Holos Integrated Wealth’s Verizon VZ Stock Holding History

Holos Integrated Wealth’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	$44.6K	Hold	1,048	–	–	0.02%	163
2026 Q1	$51K	Buy	1,048 +366	+54%	+$17K	0.03%	158
2025 Q4	$27.6K	Hold	682	–	–	0.02%	147
2025 Q3	$27.2K	Hold	682	–	–	0.02%	145
2025 Q2	$29.4K	Hold	682	–	–	0.02%	136
2025 Q1	$30.9K	Sell	682 -427	-39%	-$17.8K	0.02%	129
2024 Q4	$44.3K	Buy	+1,109	New	+$46.8K	0.03%	112

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Holos Integrated Wealth's VZ Position: Q2 2026 in Review

Holos Integrated Wealth held its Verizon (VZ) position steady in Q2 2026 at 1,048 shares worth $44.6K. The position accounts for 0.02% of the portfolio, ranked #163.

Holos Integrated Wealth first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $51K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Holos Integrated Wealth held 1,048 shares of Verizon worth $44.6K as of Q2 2026.
Holos Integrated Wealth left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #163 holding.
Holos Integrated Wealth first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Verizon position peaked at $51K in Q1 2026.
1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.