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OneAscent Investment Solutions’s Verizon VZ Stock Holding History

OneAscent Investment Solutions’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
-4,448
Closed -$223K – 175
2026
Q1 		$223K Buy
+4,448
New +$206K 0.22% 124
2025
Q3 		– Sell
-6,053
Closed -$262K – 138
2025
Q2 		$262K Buy
+6,053
New +$262K 0.28% 109

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OneAscent Investment Solutions's VZ Position: Q2 2026 in Review

OneAscent Investment Solutions sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,448 shares — an estimated $223K sold.

OneAscent Investment Solutions first reported a position in VZ in Q2 2025 and held it in 2 quarters. The position peaked at $262K in Q2 2025. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • OneAscent Investment Solutions reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • OneAscent Investment Solutions sold 4,448 Verizon shares in Q2 2026, an estimated $223K.
  • OneAscent Investment Solutions first reported a position in Verizon in Q2 2025 and held it in 2 quarters.
  • OneAscent Investment Solutions's Verizon position peaked at $262K in Q2 2025.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.