Aufman Associates
VZ icon

Aufman Associates’s Verizon VZ Stock Holding History

Aufman Associates’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
Q3 		$236K Sell
5,136
-106
-2% -$4.99K 0.1% 57
2026
Q2 		$222K Hold
5,242
– – 0.09% 66
2026
Q1 		$263K Hold
5,242
– – 0.13% 54
2025
Q4 		$213K Hold
5,242
– – 0.11% 62
2025
Q3 		$230K Sell
5,242
-515
-9% -$22.3K 0.13% 58
2025
Q2 		$249K Sell
5,757
-348
-6% -$15.1K 0.15% 54
2025
Q1 		$277K Sell
6,105
-418
-6% -$17.4K 0.19% 44
2024
Q4 		$261K Sell
6,523
-162
-2% -$6.83K 0.18% 47
2024
Q3 		$300K Buy
+6,685
New +$279K 0.19% 42
2022
Q1 		– Sell
-5,658
Closed -$294K – 54
2021
Q4 		$294K Buy
5,658
+18
+0.3% +$939 0.22% 34
2021
Q3 		$305K Buy
5,640
+125
+2% +$6.92K 0.25% 30
2021
Q2 		$309K Sell
5,515
-141
-2% -$8.09K 0.24% 30
2021
Q1 		$329K Buy
5,656
+40
+0.7% +$2.26K 0.27% 28
2020
Q4 		$330K Sell
5,616
-67
-1% -$3.98K 0.3% 27
2020
Q3 		$338K Sell
5,683
-433
-7% -$25.2K 0.36% 25
2020
Q2 		$337K Buy
6,116
+22
+0.4% +$1.24K 0.38% 24
2020
Q1 		$327K Buy
6,094
+22
+0.4% +$1.26K 0.45% 23
2019
Q4 		$373K Buy
+6,072
New +$366K 0.38% 25

Other funds holding VZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Aufman Associates's VZ Position: Q3 2026 in Review

Aufman Associates reduced its Verizon (VZ) stake by 2% in Q3 2026, selling an estimated $4.99K and leaving 5,136 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #57.

Aufman Associates first reported a position in VZ in Q4 2019 and has held it in 18 quarters since. The position peaked at $373K in Q4 2019. 1,750 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Aufman Associates held 5,136 shares of Verizon worth $236K as of Q3 2026.
  • Aufman Associates sold 106 Verizon shares in Q3 2026, an estimated $4.99K.
  • Verizon made up 0.1% of Aufman Associates's portfolio in Q3 2026, its #57 holding.
  • Aufman Associates first reported a position in Verizon in Q4 2019 and has held it in 18 quarters since.
  • Aufman Associates's Verizon position peaked at $373K in Q4 2019.
  • 1,750 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.