AW
VZ icon

Alteri Wealth’s Verizon VZ Stock Holding History

Alteri Wealth’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 		$1.01M Buy
23,747
+3,909
+20% +$183K 0.28% 87
2026
Q1 		$996K Sell
19,838
-3,430
-15% -$159K 0.32% 71
2025
Q4 		$948K Buy
23,268
+2,440
+12% +$99K 0.31% 72
2025
Q3 		$915K Buy
20,828
+1,721
+9% +$74.5K 0.31% 77
2025
Q2 		$827K Buy
19,107
+11,452
+150% +$496K 0.32% 74
2025
Q1 		$347K Buy
7,655
+169
+2% +$7.04K 0.15% 167
2024
Q4 		$299K Buy
+7,486
New +$316K 0.08% 178

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alteri Wealth's VZ Position: Q2 2026 in Review

Alteri Wealth increased its Verizon (VZ) stake by 20% in Q2 2026, buying an estimated $183K and bringing the position to 23,747 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #87.

Alteri Wealth first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Alteri Wealth held 23,747 shares of Verizon worth $1.01M as of Q2 2026.
  • Alteri Wealth bought 3,909 Verizon shares in Q2 2026, an estimated $183K.
  • Verizon made up 0.28% of Alteri Wealth's portfolio in Q2 2026, its #87 holding.
  • Alteri Wealth first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.