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Aprio Wealth Management’s Verizon VZ Stock Holding History

Aprio 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 		$1.76M Sell
41,673
-4,221
-9% -$198K 0.09% 159
2026
Q1 		$2.3M Buy
45,894
+10,576
+30% +$490K 0.13% 111
2025
Q4 		$1.44M Buy
35,318
+5,287
+18% +$214K 0.08% 151
2025
Q3 		$1.32M Buy
30,031
+12,683
+73% +$549K 0.13% 106
2025
Q2 		$751K Buy
17,348
+3,142
+22% +$136K 0.08% 133
2025
Q1 		$644K Buy
14,206
+1,444
+11% +$60.1K 0.08% 147
2024
Q4 		$510K Buy
12,762
+1,669
+15% +$70.4K 0.07% 134
2024
Q3 		$498K Sell
11,093
-3,112
-22% -$130K 0.08% 125
2024
Q2 		$586K Buy
14,205
+6,581
+86% +$265K 0.11% 105
2024
Q1 		$320K Buy
7,624
+790
+12% +$31.9K 0.06% 147
2023
Q4 		$258K Buy
+6,834
New +$242K 0.06% 158
2022
Q3 		– Sell
-6,191
Closed -$314K – 125
2022
Q2 		$314K Sell
6,191
-62
-1% -$3.14K 0.13% 67
2022
Q1 		$319K Buy
6,253
+2,289
+58% +$121K 0.12% 66
2021
Q4 		$206K Buy
3,964
+9
+0.2% +$470 0.09% 71
2021
Q3 		$214K Buy
3,955
+363
+10% +$20.1K 0.1% 67
2021
Q2 		$201K Buy
+3,592
New +$206K 0.1% 70
2020
Q4 		– Sell
-3,923
Closed -$233K – 71
2020
Q3 		$233K Sell
3,923
-103
-3% -$5.98K 0.17% 62
2020
Q2 		$222K Buy
4,026
+26
+0.7% +$1.46K 0.21% 64
2020
Q1 		$215K Sell
4,000
-87
-2% -$4.98K 0.27% 55
2019
Q4 		$251K Buy
+4,087
New +$247K 0.19% 58

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Aprio Wealth Management reduced its Verizon (VZ) stake by 9.2% in Q2 2026, selling an estimated $198K and leaving 41,673 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #159.

Aprio Wealth Management first reported a position in VZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.3M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Aprio Wealth Management held 41,673 shares of Verizon worth $1.76M as of Q2 2026.
  • Aprio Wealth Management sold 4,221 Verizon shares in Q2 2026, an estimated $198K.
  • Verizon made up 0.09% of Aprio Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Aprio Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 20 quarters since.
  • Aprio Wealth Management's Verizon position peaked at $2.3M in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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