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Alvarez & Marsal Private Wealth Partners’s Verizon VZ Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-4,987
Closed -$250K – 185
2026
Q1 		$250K Buy
+4,987
New +$231K 0.04% 144

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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

Alvarez & Marsal Private Wealth Partners's VZ Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,987 shares — an estimated $250K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 4,987 Verizon shares in Q2 2026, an estimated $250K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Verizon position peaked at $250K in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.