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Arkadios Wealth Advisors’s Verizon VZ Stock Holding History

Arkadios Wealth Advisors’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
2023
Q1 		– Sell
-7,000
Closed -$276 – 636
2022
Q4 		$276 Buy
+7,000
New +$264K ﹤0.01% 564

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Arkadios Wealth Advisors's VZ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Verizon (VZ) stake by 15% in Q2 2026, selling an estimated $2.31M and leaving 283,192 shares worth $12M. The position accounts for 0.18% of the portfolio, ranked #121.

Arkadios Wealth Advisors first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.7M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Arkadios Wealth Advisors held 283,192 shares of Verizon worth $12M as of Q2 2026.
  • Arkadios Wealth Advisors sold 49,192 Verizon shares in Q2 2026, an estimated $2.31M.
  • Verizon made up 0.18% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Arkadios Wealth Advisors first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Verizon position peaked at $16.7M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.