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Acumen Wealth Advisors’s Verizon VZ Stock Holding History

Acumen 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 		$424 Buy
+10
New +$469 ﹤0.01% 458
2026
Q1 		– Sell
-42
Closed -$1.71K – 579
2025
Q4 		$1.71K Buy
+42
New +$1.7K ﹤0.01% 432

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Acumen Wealth Advisors opened a new position in Verizon (VZ) in Q2 2026: 10 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in VZ as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in VZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.71K in Q4 2025. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Acumen Wealth Advisors held 10 shares of Verizon worth $424 as of Q2 2026.
  • Verizon was a new Acumen Wealth Advisors position in Q2 2026.
  • Verizon made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #458 holding.
  • Acumen Wealth Advisors first reported a position in Verizon in Q4 2025 and has held it in 2 quarters since.
  • Acumen Wealth Advisors's Verizon position peaked at $1.71K in Q4 2025.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.