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AssuredPartners Investment Advisors’s Verizon VZ Stock Holding History

AssuredPartners Investment 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
2026
Q2 		$871K Buy
20,577
+1,788
+10% +$83.9K 0.08% 206
2026
Q1 		$923K Sell
18,789
-1,367
-7% -$63.4K 0.1% 201
2025
Q4 		$821K Buy
20,156
+8,134
+68% +$330K 0.12% 162
2025
Q3 		$528K Buy
12,022
+95
+0.8% +$4.11K 0.12% 130
2025
Q2 		$516K Sell
11,927
-13,338
-53% -$578K 0.13% 128
2025
Q1 		$1.15M Sell
25,265
-47,933
-65% -$2M 0.22% 114
2024
Q4 		$2.93M Buy
+73,198
New +$3.09M 0.57% 46

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 $3.37T AUM 44.26% 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

AssuredPartners Investment Advisors's VZ Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Verizon (VZ) stake by 9.5% in Q2 2026, buying an estimated $83.9K and bringing the position to 20,577 shares worth $871K. The position accounts for 0.08% of the portfolio, ranked #206.

AssuredPartners Investment Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q4 2024. 3,157 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • AssuredPartners Investment Advisors held 20,577 shares of Verizon worth $871K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,788 Verizon shares in Q2 2026, an estimated $83.9K.
  • Verizon made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #206 holding.
  • AssuredPartners Investment Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Verizon position peaked at $2.93M in Q4 2024.
  • 3,157 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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