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Intergy Private Wealth’s Verizon VZ Stock Holding History

Intergy Private 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 		$243K Buy
5,307
+416
+9% +$19.6K 0.05% 117
2026
Q2 		$207K Sell
4,891
-234
-5% -$11K 0.05% 137
2026
Q1 		$257K Buy
+5,125
New +$238K 0.08% 99

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
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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Intergy Private Wealth's VZ Position: Q3 2026 in Review

Intergy Private Wealth increased its Verizon (VZ) stake by 8.5% in Q3 2026, buying an estimated $19.6K and bringing the position to 5,307 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #117.

Intergy Private Wealth first reported a position in VZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $257K in Q1 2026. 741 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Intergy Private Wealth held 5,307 shares of Verizon worth $243K as of Q3 2026.
  • Intergy Private Wealth bought 416 Verizon shares in Q3 2026, an estimated $19.6K.
  • Verizon made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #117 holding.
  • Intergy Private Wealth first reported a position in Verizon in Q1 2026 and has held it in 3 quarters since.
  • Intergy Private Wealth's Verizon position peaked at $257K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.