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Unify Financial Advisors’s Verizon VZ Stock Holding History

Unify Financial 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 		$735K Sell
17,351
-206
-1% -$9.66K 0.68% 41
2026
Q1 		$881K Sell
17,557
-196
-1% -$9.08K 0.91% 33
2025
Q4 		$723K Buy
+17,753
New +$720K 0.75% 35

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unify Financial Advisors's VZ Position: Q2 2026 in Review

Unify Financial Advisors reduced its Verizon (VZ) stake by 1.2% in Q2 2026, selling an estimated $9.66K and leaving 17,351 shares worth $735K. The position accounts for 0.68% of the portfolio, ranked #41.

Unify Financial Advisors first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $881K in Q1 2026. 886 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Unify Financial Advisors held 17,351 shares of Verizon worth $735K as of Q2 2026.
  • Unify Financial Advisors sold 206 Verizon shares in Q2 2026, an estimated $9.66K.
  • Verizon made up 0.68% of Unify Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Unify Financial Advisors first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Verizon position peaked at $881K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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