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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Intergy Private Wealth's VZ Position: Q2 2026 in Review

Intergy Private Wealth reduced its Verizon (VZ) stake by 4.6% in Q2 2026, selling an estimated $11K and leaving 4,891 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #137.

Intergy Private Wealth first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $257K in Q1 2026. 741 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Intergy Private Wealth held 4,891 shares of Verizon worth $207K as of Q2 2026.
  • Intergy Private Wealth sold 234 Verizon shares in Q2 2026, an estimated $11K.
  • Verizon made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Intergy Private Wealth first reported a position in Verizon in Q1 2026 and has held it in 2 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 Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.