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Apella Capital’s Verizon VZ Stock Holding History

Apella Capital’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 		$1.9M Buy
44,528
+1,233
+3% +$57.8K 0.03% 272
2026
Q1 		$2.02M Buy
43,295
+13,917
+47% +$645K 0.03% 256
2025
Q4 		$1.2M Buy
29,378
+2,673
+10% +$108K 0.02% 257
2025
Q3 		$1.08M Buy
26,705
+1,493
+6% +$64.6K 0.02% 247
2025
Q2 		$1.08M Buy
25,212
+7,641
+43% +$331K 0.03% 211
2025
Q1 		$754K Buy
17,571
+5,066
+41% +$211K 0.03% 221
2024
Q4 		$500K Sell
12,505
-1,308
-9% -$55.2K 0.02% 234
2024
Q3 		$622K Sell
13,813
-379
-3% -$15.8K 0.03% 197
2024
Q2 		$586K Buy
14,192
+883
+7% +$35.6K 0.03% 190
2024
Q1 		$544K Buy
13,309
+1,294
+11% +$52.2K 0.03% 186
2023
Q4 		$473K Buy
12,015
+348
+3% +$12.3K 0.03% 188
2023
Q3 		$378K Sell
11,667
-1,255
-10% -$42.4K 0.03% 188
2023
Q2 		$481K Buy
+12,922
New +$478K 0.03% 173
2022
Q4 		$529K Buy
13,418
+2,656
+25% +$100K 0.05% 149
2022
Q3 		$409K Buy
10,762
+549
+5% +$24.4K 0.05% 148
2022
Q2 		$518K Buy
10,213
+2,977
+41% +$151K 0.06% 140
2022
Q1 		$369K Buy
7,236
+1,943
+37% +$103K 0.05% 146
2021
Q4 		$275K Sell
5,293
-132
-2% -$6.89K 0.04% 169
2021
Q3 		$293K Sell
5,425
-980
-15% -$54.2K 0.04% 163
2021
Q2 		$359K Sell
6,405
-122
-2% -$7K 0.06% 162
2021
Q1 		$380K Sell
6,527
-541
-8% -$30.5K 0.12% 94
2020
Q4 		$415K Buy
7,068
+109
+2% +$6.47K 0.15% 87
2020
Q3 		$414K Buy
6,959
+336
+5% +$19.5K 0.17% 87
2020
Q2 		$365K Sell
6,623
-469
-7% -$26.4K 0.17% 89
2020
Q1 		$381K Buy
+7,092
New +$406K 0.22% 76

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

Apella Capital's VZ Position: Q2 2026 in Review

Apella Capital increased its Verizon (VZ) stake by 2.8% in Q2 2026, buying an estimated $57.8K and bringing the position to 44,528 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #272.

Apella Capital first reported a position in VZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.02M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Apella Capital held 44,528 shares of Verizon worth $1.9M as of Q2 2026.
  • Apella Capital bought 1,233 Verizon shares in Q2 2026, an estimated $57.8K.
  • Verizon made up 0.03% of Apella Capital's portfolio in Q2 2026, its #272 holding.
  • Apella Capital first reported a position in Verizon in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Verizon position peaked at $2.02M in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.