AWM
VZ icon

Abound Wealth Management’s Verizon VZ Stock Holding History

Abound Wealth Management’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 		$93K Sell
2,196
-768
-26% -$36K 0.02% 173
2026
Q1 		$149K Buy
2,964
+1,087
+58% +$50.4K 0.03% 112
2025
Q4 		$76.5K Hold
1,877
– – 0.02% 169
2025
Q3 		$82.5K Buy
1,877
+22
+1% +$952 0.02% 156
2025
Q2 		$80.3K Buy
1,855
+2
+0.1% +$87 0.02% 148
2025
Q1 		$84.1K Sell
1,853
-368
-17% -$15.3K 0.03% 127
2024
Q4 		$88.8K Sell
2,221
-83
-4% -$3.5K 0.03% 118
2024
Q3 		$103K Sell
2,304
-507
-18% -$21.2K 0.03% 102
2024
Q2 		$116K Buy
2,811
+354
+14% +$14.3K 0.04% 85
2024
Q1 		$103K Sell
2,457
-499
-17% -$20.1K 0.04% 91
2023
Q4 		$111K Buy
2,956
+208
+8% +$7.36K 0.04% 80
2023
Q3 		$89K Buy
2,748
+38
+1% +$1.28K 0.04% 83
2023
Q2 		$101K Buy
2,710
+230
+9% +$8.51K 0.04% 77
2023
Q1 		$96.4K Buy
2,480
+181
+8% +$7.14K 0.04% 76
2022
Q4 		$90.6K Buy
2,299
+517
+29% +$19.5K 0.04% 71
2022
Q3 		$67.7K Buy
+1,782
New +$79.4K 0.04% 90

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Abound Wealth Management's VZ Position: Q2 2026 in Review

Abound Wealth Management reduced its Verizon (VZ) stake by 26% in Q2 2026, selling an estimated $36K and leaving 2,196 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #173.

Abound Wealth Management first reported a position in VZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $149K in Q1 2026. 1,701 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Abound Wealth Management held 2,196 shares of Verizon worth $93K as of Q2 2026.
  • Abound Wealth Management sold 768 Verizon shares in Q2 2026, an estimated $36K.
  • Verizon made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Abound Wealth Management first reported a position in Verizon in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Verizon position peaked at $149K in Q1 2026.
  • 1,701 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.