Holos Integrated Wealth
VZ icon

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
Q3 		$46.3K Hold
1,048
– – 0.02% 169
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Holos Integrated Wealth's VZ Position: Q3 2026 in Review

Holos Integrated Wealth held its Verizon (VZ) position steady in Q3 2026 at 1,048 shares worth $46.3K. The position accounts for 0.02% of the portfolio, ranked #169.

Holos Integrated Wealth first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $51K in Q1 2026. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Holos Integrated Wealth held 1,048 shares of Verizon worth $46.3K as of Q3 2026.
  • Holos Integrated Wealth left its Verizon share count unchanged in Q3 2026.
  • Verizon made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #169 holding.
  • Holos Integrated Wealth first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Verizon position peaked at $51K in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.