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Asset Advisory Group’s Verizon VZ Stock Holding History

Asset Advisory Group’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 		$475K Hold
11,231
– – 0.21% 75
2026
Q1 		$564K Sell
11,231
-100
-0.9% -$4.63K 0.28% 58
2025
Q4 		$461K Buy
+11,331
New +$460K 0.23% 70

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Asset Advisory Group's VZ Position: Q2 2026 in Review

Asset Advisory Group held its Verizon (VZ) position steady in Q2 2026 at 11,231 shares worth $475K. The position accounts for 0.21% of the portfolio, ranked #75.

Asset Advisory Group first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $564K in Q1 2026. 1,753 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Asset Advisory Group held 11,231 shares of Verizon worth $475K as of Q2 2026.
  • Asset Advisory Group left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.21% of Asset Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Asset Advisory Group first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's Verizon position peaked at $564K in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.