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Aventura Private Wealth’s Verizon VZ Stock Holding History

Aventura Private 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 		$166K Buy
3,920
+1,915
+96% +$89.8K 0.05% 190
2026
Q1 		$101K Hold
2,005
– – 0.04% 223
2025
Q4 		$81.7K Sell
2,005
-3,731
-65% -$151K 0.03% 234
2025
Q3 		$252K Sell
5,736
-176
-3% -$7.62K 0.09% 141
2025
Q2 		$256K Sell
5,912
-443
-7% -$19.2K 0.11% 129
2025
Q1 		$288K Sell
6,355
-10
-0.2% -$416 0.15% 119
2024
Q4 		$255K Buy
+6,365
New +$269K 0.14% 119

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

Aventura Private Wealth's VZ Position: Q2 2026 in Review

Aventura Private Wealth increased its Verizon (VZ) stake by 96% in Q2 2026, buying an estimated $89.8K and bringing the position to 3,920 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #190.

Aventura Private Wealth first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q1 2025. 1,660 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Aventura Private Wealth held 3,920 shares of Verizon worth $166K as of Q2 2026.
  • Aventura Private Wealth bought 1,915 Verizon shares in Q2 2026, an estimated $89.8K.
  • Verizon made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Aventura Private Wealth first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Verizon position peaked at $288K in Q1 2025.
  • 1,660 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.