Integris Wealth Management
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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
Q3 		$214K Buy
+4,668
New +$220K 0.04% 130
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

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

Integris Wealth Management's VZ Position: Q3 2026 in Review

Integris Wealth Management opened a new position in Verizon (VZ) in Q3 2026: 4,668 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Integris Wealth Management previously reported a position in VZ as recently as Q1 2026.

Integris Wealth Management first reported a position in VZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $294K in Q4 2023. 923 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Integris Wealth Management held 4,668 shares of Verizon worth $214K as of Q3 2026.
  • Verizon was a new Integris Wealth Management position in Q3 2026.
  • Verizon made up 0.04% of Integris Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Integris Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 11 quarters since.
  • Integris Wealth Management's Verizon position peaked at $294K in Q4 2023.
  • 923 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.