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Wingate Wealth Advisors’s Verizon VZ Stock Holding History

Wingate 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 		$432K Sell
10,204
-196
-2% -$9.2K 0.19% 81
2026
Q1 		$522K Buy
10,400
+25
+0.2% +$1.16K 0.28% 68
2025
Q4 		$423K Sell
10,375
-1,290
-11% -$52.3K 0.24% 76
2025
Q3 		$513K Buy
11,665
+6,980
+149% +$302K 0.36% 67
2025
Q2 		$203K Buy
4,685
+137
+3% +$5.93K 0.18% 100
2025
Q1 		$206K Buy
4,548
+26
+0.6% +$1.08K 0.24% 89
2024
Q4 		$181K Buy
+4,522
New +$191K 0.18% 103

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Wingate Wealth Advisors reduced its Verizon (VZ) stake by 1.9% in Q2 2026, selling an estimated $9.2K and leaving 10,204 shares worth $432K. The position accounts for 0.19% of the portfolio, ranked #81.

Wingate Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wingate Wealth Advisors held 10,204 shares of Verizon worth $432K as of Q2 2026.
  • Wingate Wealth Advisors sold 196 Verizon shares in Q2 2026, an estimated $9.2K.
  • Verizon made up 0.19% of Wingate Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Wingate Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Verizon position peaked at $522K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.