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Atlantic Family Wealth’s Verizon VZ Stock Holding History

Atlantic Family Wealth’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 		$314K Hold
7,411
– – 0.2% 40
2026
Q1 		$372K Buy
7,411
+1,294
+21% +$60K 0.27% 29
2025
Q4 		$249K Sell
6,117
-2,284
-27% -$92.6K 0.19% 43
2025
Q3 		$369K Buy
8,401
+488
+6% +$21.1K 0.29% 25
2025
Q2 		$342K Sell
7,913
-1,441
-15% -$62.4K 0.3% 25
2025
Q1 		$424K Buy
9,354
+327
+4% +$13.6K 0.39% 20
2024
Q4 		$361K Buy
+9,027
New +$381K 0.43% 22

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

Atlantic Family Wealth's VZ Position: Q2 2026 in Review

Atlantic Family Wealth held its Verizon (VZ) position steady in Q2 2026 at 7,411 shares worth $314K. The position accounts for 0.2% of the portfolio, ranked #40.

Atlantic Family Wealth first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q1 2025. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Atlantic Family Wealth held 7,411 shares of Verizon worth $314K as of Q2 2026.
  • Atlantic Family Wealth left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.2% of Atlantic Family Wealth's portfolio in Q2 2026, its #40 holding.
  • Atlantic Family Wealth first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's Verizon position peaked at $424K in Q1 2025.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.