Avantra Family Wealth’s Verizon VZ Stock Holding History

Avantra Family 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	$420K	Buy	9,912 +50	+0.5%	+$2.35K	0.27%	113
2026 Q1	$495K	Sell	9,862 -5,787	-37%	-$268K	0.37%	85
2025 Q4	$637K	Sell	15,649 -701	-4%	-$28.4K	0.46%	65
2025 Q3	$719K	Buy	16,350 +262	+2%	+$11.3K	0.54%	55
2025 Q2	$696K	Sell	16,088 -323	-2%	-$14K	0.57%	47
2025 Q1	$744K	Sell	16,411 -538	-3%	-$22.4K	0.71%	49
2024 Q4	$678K	Buy	+16,949	New	+$715K	0.63%	51

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantra Family Wealth's VZ Position: Q2 2026 in Review

Avantra Family Wealth increased its Verizon (VZ) stake by 0.51% in Q2 2026, buying an estimated $2.35K and bringing the position to 9,912 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #113.

Avantra Family Wealth first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $744K in Q1 2025. 1,540 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Avantra Family Wealth held 9,912 shares of Verizon worth $420K as of Q2 2026.
Avantra Family Wealth bought 50 Verizon shares in Q2 2026, an estimated $2.35K.
Verizon made up 0.27% of Avantra Family Wealth's portfolio in Q2 2026, its #113 holding.
Avantra Family Wealth first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Verizon position peaked at $744K in Q1 2025.
1,540 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.