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Valeo Financial Advisors’s Verizon VZ Stock Holding History

Valeo 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
2022
Q3 		– Sell
-300
Closed -$15K – 545
2022
Q2 		$15K Buy
+300
New +$15.2K ﹤0.01% 498

Other funds holding VZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Verizon (VZ) stake by 3% in Q2 2026, selling an estimated $127K and leaving 87,228 shares worth $3.69M. The position accounts for 0.08% of the portfolio, ranked #117.

Valeo Financial Advisors first reported a position in VZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.36M in Q1 2021. 1,949 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Valeo Financial Advisors held 87,228 shares of Verizon worth $3.69M as of Q2 2026.
  • Valeo Financial Advisors sold 2,699 Verizon shares in Q2 2026, an estimated $127K.
  • Verizon made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Valeo Financial Advisors first reported a position in Verizon in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Verizon position peaked at $6.36M in Q1 2021.
  • 1,949 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.