Avantax Advisory Services’s Verizon VZ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$32.5M	Buy	751,808 +46,676	+7%	+$2.02M	0.18%	89
2025 Q1	$32M	Buy	705,132 +27,235	+4%	+$1.13M	0.19%	85
2024 Q4	$27.1M	Buy	677,897 +16,005	+2%	+$675K	0.17%	93
2024 Q3	$29.7M	Buy	661,892 +10,566	+2%	+$441K	0.2%	81
2024 Q2	$26.9M	Buy	651,326 +126,617	+24%	+$5.1M	0.19%	81
2024 Q1	$22M	Buy	524,709 +10,462	+2%	+$422K	0.2%	82
2023 Q4	$19.4M	Buy	514,247 +429	+0.1%	+$15.2K	0.19%	88
2023 Q3	$16.7M	Sell	513,818 -24,908	-5%	-$842K	0.19%	91
2023 Q2	$20M	Buy	538,726 +11,272	+2%	+$417K	0.23%	74
2023 Q1	$20.5M	Buy	527,454 +96,124	+22%	+$3.79M	0.25%	60
2022 Q4	$17M	Sell	431,330 -31,548	-7%	-$1.19M	0.23%	72
2022 Q3	$17.6M	Buy	462,878 +40,206	+10%	+$1.79M	0.27%	54
2022 Q2	$21.5M	Buy	422,672 +21,723	+5%	+$1.1M	0.32%	39
2022 Q1	$20.4M	Buy	400,949 +31,717	+9%	+$1.68M	0.28%	53
2021 Q4	$19.2M	Buy	369,232 +4,303	+1%	+$225K	0.29%	56
2021 Q3	$19.7M	Buy	364,929 +18,451	+5%	+$1.02M	0.33%	45
2021 Q2	$19.4M	Buy	346,478 +24,046	+7%	+$1.38M	0.35%	44
2021 Q1	$18.8M	Sell	322,432 -3,058	-0.9%	-$173K	0.4%	40
2020 Q4	$19.1M	Sell	325,490 -229,268	-41%	-$13.6M	0.45%	35
2020 Q3	$33M	Buy	554,758 +259,054	+88%	+$15.1M	0.53%	33
2020 Q2	$16.3M	Sell	295,704 -7,210	-2%	-$406K	0.47%	34
2020 Q1	$16.3M	Buy	302,914 +14,605	+5%	+$836K	0.49%	31
2019 Q4	$17.7M	Buy	288,309 +85,499	+42%	+$5.16M	0.41%	35
2019 Q3	$12.2M	Buy	202,810 +40,456	+25%	+$2.33M	0.49%	24
2019 Q2	$9.28M	Buy	162,354 +20,937	+15%	+$1.21M	0.41%	32
2019 Q1	$8.36M	Buy	141,417 +21,019	+17%	+$1.19M	0.44%	24
2018 Q4	$6.77M	Buy	+120,398	New	+$6.83M	1.14%	19

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avantax Advisory Services's VZ Position: Q2 2025 in Review

Avantax Advisory Services increased its Verizon (VZ) stake by 6.6% in Q2 2025, buying an estimated $2.02M and bringing the position to 751,808 shares worth $32.5M. The position accounts for 0.18% of the portfolio, ranked #89.

Avantax Advisory Services first reported a position in VZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $33M in Q3 2020. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Avantax Advisory Services held 751,808 shares of Verizon worth $32.5M as of Q2 2025.
Avantax Advisory Services bought 46,676 Verizon shares in Q2 2025, an estimated $2.02M.
Verizon made up 0.18% of Avantax Advisory Services's portfolio in Q2 2025, its #89 holding.
Avantax Advisory Services first reported a position in Verizon in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Verizon position peaked at $33M in Q3 2020.
3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.