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Ameliora Wealth Management’s Verizon VZ Stock Holding History

Ameliora Wealth Management’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 		$6.35K Sell
150
-150
-50% -$7.04K ﹤0.01% 220
2026
Q1 		$15.1K Sell
300
-505
-63% -$23.4K ﹤0.01% 205
2025
Q4 		$32.8K Hold
805
– – 0.01% 165
2025
Q3 		$35.4K Sell
805
-2,000
-71% -$86.6K 0.01% 160
2025
Q2 		$121K Hold
2,805
– – 0.04% 126
2025
Q1 		$127K Hold
2,805
– – 0.05% 120
2024
Q4 		$112K Buy
2,805
+805
+40% +$34K 0.04% 126
2024
Q3 		$89.8K Hold
2,000
– – 0.04% 102
2024
Q2 		$82.5K Hold
2,000
– – 0.04% 110
2024
Q1 		$83.9K Buy
+2,000
New +$80.7K 0.04% 119

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
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

Ameliora Wealth Management's VZ Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Verizon (VZ) stake by 50% in Q2 2026, selling an estimated $7.04K and leaving 150 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Ameliora Wealth Management first reported a position in VZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $127K in Q1 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Ameliora Wealth Management held 150 shares of Verizon worth $6.35K as of Q2 2026.
  • Ameliora Wealth Management sold 150 Verizon shares in Q2 2026, an estimated $7.04K.
  • Verizon made up ﹤0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Ameliora Wealth Management first reported a position in Verizon in Q1 2024 and has held it in 10 quarters since.
  • Ameliora Wealth Management's Verizon position peaked at $127K in Q1 2025.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.