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Adamsbrown Wealth Consultants’s Verizon VZ Stock Holding History

Adamsbrown Wealth Consultants’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 		$219K Buy
5,173
+538
+12% +$25.2K 0.04% 158
2026
Q1 		$233K Buy
+4,635
New +$215K 0.06% 120
2025
Q4 		– Sell
-4,632
Closed -$204K – 127
2025
Q3 		$204K Sell
4,632
-216
-4% -$9.35K 0.06% 112
2025
Q2 		$210K Sell
4,848
-417
-8% -$18.1K 0.06% 104
2025
Q1 		$239K Sell
5,265
-1,881
-26% -$78.3K 0.08% 86
2024
Q4 		$286K Buy
7,146
+139
+2% +$5.86K 0.1% 78
2024
Q3 		$315K Buy
7,007
+268
+4% +$11.2K 0.11% 66
2024
Q2 		$278K Buy
6,739
+42
+0.6% +$1.69K 0.11% 68
2024
Q1 		$281K Sell
6,697
-25
-0.4% -$1.01K 0.11% 64
2023
Q4 		$253K Sell
6,722
-1,237
-16% -$43.8K 0.11% 65
2023
Q3 		$258K Sell
7,959
-133
-2% -$4.49K 0.13% 64
2023
Q2 		$301K Sell
8,092
-534
-6% -$19.8K 0.16% 55
2023
Q1 		$335K Buy
8,626
+73
+0.9% +$2.88K 0.19% 47
2022
Q4 		$337K Sell
8,553
-317
-4% -$11.9K 0.2% 54
2022
Q3 		$337K Buy
8,870
+76
+0.9% +$3.38K 0.26% 50
2022
Q2 		$446K Buy
8,794
+1,196
+16% +$60.5K 0.35% 45
2022
Q1 		$387K Buy
7,598
+486
+7% +$25.7K 0.31% 57
2021
Q4 		$370K Buy
+7,112
New +$371K 0.33% 50

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

Adamsbrown Wealth Consultants's VZ Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Verizon (VZ) stake by 12% in Q2 2026, buying an estimated $25.2K and bringing the position to 5,173 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #158.

Adamsbrown Wealth Consultants first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $446K in Q2 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Adamsbrown Wealth Consultants held 5,173 shares of Verizon worth $219K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 538 Verizon shares in Q2 2026, an estimated $25.2K.
  • Verizon made up 0.04% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #158 holding.
  • Adamsbrown Wealth Consultants first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • Adamsbrown Wealth Consultants's Verizon position peaked at $446K in Q2 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.