Integris Wealth Management’s Verizon VZ Stock Holding History

Integris Wealth Management’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	–	Sell	-4,467	Closed	-$224K	–	133
2026 Q1	$224K	Buy	+4,467	New	+$207K	0.05%	106
2025 Q4	–	Sell	-4,882	Closed	-$215K	–	127
2025 Q3	$215K	Buy	4,882 +7	+0.1%	+$303	0.05%	113
2025 Q2	$211K	Buy	+4,875	New	+$211K	0.06%	110
2024 Q4	–	Sell	-5,973	Closed	-$268K	–	111
2024 Q3	$268K	Hold	5,973	–	–	0.07%	80
2024 Q2	$246K	Sell	5,973 -143	-2%	-$5.76K	0.07%	82
2024 Q1	$257K	Sell	6,116 -1,684	-22%	-$67.9K	0.07%	85
2023 Q4	$294K	Buy	+7,800	New	+$276K	0.09%	73
2023 Q3	–	Sell	-5,851	Closed	-$218K	–	86
2023 Q2	$218K	Hold	5,851	–	–	0.08%	79
2023 Q1	$228K	Hold	5,851	–	–	0.08%	79
2022 Q4	$231K	Buy	+5,851	New	+$220K	0.09%	74

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

Integris Wealth Management's VZ Position: Q2 2026 in Review

Integris Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,467 shares — an estimated $224K sold.

Integris Wealth Management first reported a position in VZ in Q4 2022 and held it in 10 quarters. The position peaked at $294K in Q4 2023. 924 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Integris Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Integris Wealth Management sold 4,467 Verizon shares in Q2 2026, an estimated $224K.
Integris Wealth Management first reported a position in Verizon in Q4 2022 and held it in 10 quarters.
Integris Wealth Management's Verizon position peaked at $294K in Q4 2023.
924 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.