Motive Wealth Advisors’s Verizon VZ Stock Holding History

Motive Wealth Advisors’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	-4,215	Closed	-$212K	–	101
2026 Q1	$212K	Buy	+4,215	New	+$195K	0.1%	88

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Motive Wealth Advisors's VZ Position: Q2 2026 in Review

Motive Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,215 shares — an estimated $212K sold.

Motive Wealth Advisors first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Motive Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Motive Wealth Advisors sold 4,215 Verizon shares in Q2 2026, an estimated $212K.
Motive Wealth Advisors first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
Motive Wealth Advisors's Verizon position peaked at $212K in Q1 2026.
1,703 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.