AGH Wealth Advisors’s Verizon VZ Stock Holding History

AGH 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 Q3	$1.17M	Sell	25,480 -335	-1%	-$15.8K	0.68%	35
2026 Q2	$1.09M	Buy	25,815 +927	+4%	+$43.5K	0.69%	31
2026 Q1	$1.25M	Buy	24,888 +1,156	+5%	+$53.6K	0.92%	23
2025 Q4	$967K	Sell	23,732 -2,059	-8%	-$83.5K	0.73%	26
2025 Q3	$1.13M	Buy	25,791 +1,185	+5%	+$51.3K	0.83%	25
2025 Q2	$1.06M	Buy	24,606 +4,672	+23%	+$202K	0.88%	23
2025 Q1	$904K	Sell	19,934 -150	-0.7%	-$6.24K	0.87%	25
2024 Q4	$803K	Buy	+20,084	New	+$847K	0.74%	30

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AGH Wealth Advisors's VZ Position: Q3 2026 in Review

AGH Wealth Advisors reduced its Verizon (VZ) stake by 1.3% in Q3 2026, selling an estimated $15.8K and leaving 25,480 shares worth $1.17M. The position accounts for 0.68% of the portfolio, ranked #35.

AGH Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q1 2026. 1,307 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

AGH Wealth Advisors held 25,480 shares of Verizon worth $1.17M as of Q3 2026.
AGH Wealth Advisors sold 335 Verizon shares in Q3 2026, an estimated $15.8K.
Verizon made up 0.68% of AGH Wealth Advisors's portfolio in Q3 2026, its #35 holding.
AGH Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's Verizon position peaked at $1.25M in Q1 2026.
1,307 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.