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Avion Wealth’s Verizon VZ Stock Holding History

Avion 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 		$66K Buy
1,563
+99
+7% +$4.64K 0.01% 215
2026
Q1 		$73K Buy
1,464
+122
+9% +$5.65K 0.02% 174
2025
Q4 		$54K Sell
1,342
-138
-9% -$5.6K 0.01% 197
2025
Q3 		$65K Buy
1,480
+60
+4% +$2.6K 0.01% 194
2025
Q2 		$61K Buy
1,420
+229
+19% +$9.92K 0.01% 186
2025
Q1 		$47K Buy
1,191
+340
+40% +$14.2K 0.01% 197
2024
Q4 		$34K Sell
851
-27
-3% -$1.14K 0.01% 234
2024
Q3 		$39K Buy
878
+287
+49% +$12K 0.01% 189
2024
Q2 		$24K Buy
591
+78
+15% +$3.14K 0.01% 224
2024
Q1 		$22K Buy
513
+7
+1% +$282 0.01% 218
2023
Q4 		$19K Sell
506
-165
-25% -$5.84K 0.01% 216
2023
Q3 		$21K Sell
671
-81
-11% -$2.74K 0.01% 213
2023
Q2 		$27K Buy
752
+508
+208% +$18.8K 0.01% 204
2023
Q1 		$9K Sell
244
-1,040
-81% -$41K ﹤0.01% 271
2022
Q4 		$48K Hold
1,284
– – 0.01% 146
2022
Q3 		$49K Buy
1,284
+940
+273% +$41.9K 0.02% 146
2022
Q2 		$17K Buy
344
+88
+34% +$4.45K 0.01% 217
2022
Q1 		$13K Sell
256
-137
-35% -$7.26K ﹤0.01% 211
2021
Q4 		$20K Buy
393
+100
+34% +$5.22K 0.01% 180
2021
Q3 		$16K Buy
293
+1
+0.3% +$55 ﹤0.01% 198
2021
Q2 		$16K Sell
292
-96
-25% -$5.51K ﹤0.01% 188
2021
Q1 		$23K Buy
388
+236
+155% +$13.3K 0.01% 162
2020
Q4 		$9K Sell
152
-457
-75% -$27.1K ﹤0.01% 240
2020
Q3 		$36K Buy
609
+400
+191% +$23.2K 0.01% 104
2020
Q2 		$12K Sell
209
-100
-32% -$5.63K ﹤0.01% 156
2020
Q1 		$17K Buy
+309
New +$17.7K 0.01% 138

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

Avion Wealth's VZ Position: Q2 2026 in Review

Avion Wealth increased its Verizon (VZ) stake by 6.8% in Q2 2026, buying an estimated $4.64K and bringing the position to 1,563 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #215.

Avion Wealth first reported a position in VZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $73K in Q1 2026. 1,645 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Avion Wealth held 1,563 shares of Verizon worth $66K as of Q2 2026.
  • Avion Wealth bought 99 Verizon shares in Q2 2026, an estimated $4.64K.
  • Verizon made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #215 holding.
  • Avion Wealth first reported a position in Verizon in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Verizon position peaked at $73K in Q1 2026.
  • 1,645 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.