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Aaron Wealth Advisors’s Verizon VZ Stock Holding History

Aaron 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 		$1.86M Buy
43,881
+1,870
+4% +$87.7K 0.09% 135
2026
Q1 		$2.11M Buy
42,011
+2,932
+8% +$136K 0.12% 106
2025
Q4 		$1.59M Sell
39,079
-3,603
-8% -$146K 0.09% 161
2025
Q3 		$1.88M Buy
42,682
+17,535
+70% +$759K 0.11% 114
2025
Q2 		$1.09M Buy
25,147
+1,874
+8% +$81.2K 0.11% 125
2025
Q1 		$1.06M Buy
23,273
+278
+1% +$11.6K 0.12% 120
2024
Q4 		$920K Buy
22,995
+2,394
+12% +$101K 0.11% 128
2024
Q3 		$925K Buy
20,601
+3,083
+18% +$129K 0.11% 122
2024
Q2 		$722K Buy
17,518
+1,288
+8% +$51.9K 0.1% 132
2024
Q1 		$681K Sell
16,230
-6,638
-29% -$268K 0.1% 126
2023
Q4 		$862K Sell
22,868
-608
-3% -$21.5K 0.14% 88
2023
Q3 		$761K Sell
23,476
-571
-2% -$19.3K 0.1% 110
2023
Q2 		$894K Buy
24,047
+755
+3% +$27.9K 0.12% 99
2023
Q1 		$906K Sell
23,292
-496
-2% -$19.6K 0.12% 97
2022
Q4 		$937K Buy
23,788
+17,902
+304% +$675K 0.14% 98
2022
Q3 		$223K Buy
5,886
+1,101
+23% +$49K 0.04% 193
2022
Q2 		$242K Sell
4,785
-193,371
-98% -$9.78M 0.06% 170
2022
Q1 		$3.89M Buy
+198,156
New +$10.5M 0.05% 149
2021
Q3 		– Sell
-3,961
Closed -$221K – 164
2021
Q2 		$221K Buy
3,961
+436
+12% +$25K 0.07% 146
2021
Q1 		$204K Sell
3,525
-2,969
-46% -$168K 0.07% 144
2020
Q4 		$381K Buy
+6,494
New +$386K 0.14% 94

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

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

Aaron Wealth Advisors increased its Verizon (VZ) stake by 4.5% in Q2 2026, buying an estimated $87.7K and bringing the position to 43,881 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #135.

Aaron Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.89M in Q1 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Aaron Wealth Advisors held 43,881 shares of Verizon worth $1.86M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,870 Verizon shares in Q2 2026, an estimated $87.7K.
  • Verizon made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Aaron Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 21 quarters since.
  • Aaron Wealth Advisors's Verizon position peaked at $3.89M in Q1 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.