Avaii Wealth Management’s Verizon VZ Stock Holding History

Avaii Wealth Management’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	-4,383	Closed	-$220K	–	186
2026 Q1	$220K	Buy	+4,383	New	+$203K	0.08%	150
2024 Q4	–	Sell	-5,562	Closed	-$250K	–	150
2024 Q3	$250K	Sell	5,562 -1,092	-16%	-$45.6K	0.13%	112
2024 Q2	$274K	Sell	6,654 -99	-1%	-$3.99K	0.15%	111
2024 Q1	$283K	Buy	6,753 +122	+2%	+$4.92K	0.17%	109
2023 Q4	$250K	Buy	6,631 +372	+6%	+$13.2K	0.16%	121
2023 Q3	$203K	Sell	6,259 -571	-8%	-$19.3K	0.15%	136
2023 Q2	$254K	Buy	6,830 +320	+5%	+$11.8K	0.2%	116
2023 Q1	$253K	Sell	6,510 -274	-4%	-$10.8K	0.22%	108
2022 Q4	$267K	Buy	+6,784	New	+$256K	0.24%	99
2022 Q3	–	Sell	-4,904	Closed	-$249K	–	118
2022 Q2	$249K	Sell	4,904 -117	-2%	-$5.92K	0.27%	85
2022 Q1	$256K	Buy	5,021 +810	+19%	+$42.9K	0.24%	83
2021 Q4	$219K	Buy	+4,211	New	+$220K	0.22%	90

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avaii Wealth Management's VZ Position: Q2 2026 in Review

Avaii Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,383 shares — an estimated $220K sold.

Avaii Wealth Management first reported a position in VZ in Q4 2021 and held it in 12 quarters. The position peaked at $283K in Q1 2024. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Avaii Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Avaii Wealth Management sold 4,383 Verizon shares in Q2 2026, an estimated $220K.
Avaii Wealth Management first reported a position in Verizon in Q4 2021 and held it in 12 quarters.
Avaii Wealth Management's Verizon position peaked at $283K in Q1 2024.
3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.