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Atlas Legacy Advisors’s Verizon VZ Stock Holding History

Atlas Legacy 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 		$417K Buy
10,040
+2,395
+31% +$112K 0.06% 159
2026
Q1 		$383K Sell
7,645
-1,789
-19% -$82.9K 0.07% 144
2025
Q4 		$380K Buy
9,434
+1,278
+16% +$51.8K 0.07% 150
2025
Q3 		$358K Buy
8,156
+1,813
+29% +$78.5K 0.07% 151
2025
Q2 		$274K Buy
6,343
+1,339
+27% +$58K 0.06% 154
2025
Q1 		$227K Sell
5,004
-139
-3% -$5.79K 0.06% 156
2024
Q4 		$206K Buy
+5,143
New +$217K 0.05% 169

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

Atlas Legacy Advisors's VZ Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Verizon (VZ) stake by 31% in Q2 2026, buying an estimated $112K and bringing the position to 10,040 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #159.

Atlas Legacy Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Atlas Legacy Advisors held 10,040 shares of Verizon worth $417K as of Q2 2026.
  • Atlas Legacy Advisors bought 2,395 Verizon shares in Q2 2026, an estimated $112K.
  • Verizon made up 0.06% of Atlas Legacy Advisors's portfolio in Q2 2026, its #159 holding.
  • Atlas Legacy Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.