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Atlantic Private Wealth’s Verizon VZ Stock Holding History

Atlantic Private 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 		– Sell
-400
Closed -$20.1K – 319
2026
Q1 		$20.1K Hold
400
– – 0.01% 175
2025
Q4 		$16.3K Hold
400
– – 0.01% 179
2025
Q3 		$17.6K Hold
400
– – 0.01% 161
2025
Q2 		$17.3K Hold
400
– – 0.01% 160
2025
Q1 		$18.1K Sell
400
-125
-24% -$5.2K 0.01% 161
2024
Q4 		$21K Buy
525
+125
+31% +$5.27K 0.02% 141
2024
Q3 		$18K Buy
+400
New +$16.7K 0.01% 138

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

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

Atlantic Private Wealth sold out of Verizon (VZ) in Q2 2026, closing a stake of 400 shares — an estimated $20.1K sold.

Atlantic Private Wealth first reported a position in VZ in Q3 2024 and held it in 7 quarters. The position peaked at $21K in Q4 2024. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Atlantic Private Wealth reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 400 Verizon shares in Q2 2026, an estimated $20.1K.
  • Atlantic Private Wealth first reported a position in Verizon in Q3 2024 and held it in 7 quarters.
  • Atlantic Private Wealth's Verizon position peaked at $21K in Q4 2024.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.