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Avior Wealth Management’s Verizon VZ Stock Holding History

Avior 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 		$1.71M Sell
39,949
-1,785
-4% -$83.7K 0.04% 272
2026
Q1 		$2.09M Buy
41,734
+6,711
+19% +$311K 0.06% 247
2025
Q4 		$1.44M Sell
35,023
-4,554
-12% -$185K 0.05% 248
2025
Q3 		$1.75M Sell
39,577
-1,305
-3% -$56.5K 0.06% 210
2025
Q2 		$1.78M Buy
40,882
+25,634
+168% +$1.11M 0.06% 194
2025
Q1 		$700K Sell
15,248
-26,797
-64% -$1.12M 0.03% 331
2024
Q4 		$1.7M Buy
42,045
+5,173
+14% +$218K 0.06% 193
2024
Q3 		$1.67M Buy
36,872
+6,388
+21% +$267K 0.07% 193
2024
Q2 		$1.27M Sell
30,484
-7,321
-19% -$295K 0.05% 227
2024
Q1 		$1.6M Buy
37,805
+10,192
+37% +$411K 0.07% 193
2023
Q4 		$1.07M Sell
27,613
-1,624
-6% -$57.5K 0.06% 198
2023
Q3 		$983K Sell
29,237
-2,347
-7% -$79.3K 0.07% 195
2023
Q2 		$1.2M Sell
31,584
-6,557
-17% -$243K 0.08% 171
2023
Q1 		$1.51M Buy
38,141
+2,513
+7% +$99.1K 0.1% 151
2022
Q4 		$1.42M Buy
35,628
+1,204
+3% +$45.4K 0.11% 144
2022
Q3 		$1.33M Buy
34,424
+380
+1% +$16.9K 0.11% 138
2022
Q2 		$1.72M Sell
34,044
-375
-1% -$19K 0.17% 104
2022
Q1 		$1.75M Buy
34,419
+1,548
+5% +$82K 0.15% 116
2021
Q4 		$1.7M Sell
32,871
-5,816
-15% -$303K 0.14% 122
2021
Q3 		$2.08M Buy
38,687
+1,354
+4% +$74.9K 0.17% 107
2021
Q2 		$2.08M Buy
37,333
+4,977
+15% +$286K 0.21% 101
2021
Q1 		$1.86M Buy
32,356
+875
+3% +$49.4K 0.2% 111
2020
Q4 		$1.83M Buy
31,481
+1,891
+6% +$112K 0.23% 97
2020
Q3 		$1.74M Sell
29,590
-3,728
-11% -$217K 0.25% 94
2020
Q2 		$1.82M Sell
33,318
-1,080
-3% -$60.8K 0.29% 86
2020
Q1 		$1.84M Sell
34,398
-5,732
-14% -$328K 0.36% 70
2019
Q4 		$2.44M Buy
40,130
+1,986
+5% +$120K 0.39% 63
2019
Q3 		$2.28M Sell
38,144
-904
-2% -$52.1K 0.4% 66
2019
Q2 		$2.21M Buy
39,048
+3,332
+9% +$192K 0.4% 66
2019
Q1 		$2.09M Sell
35,716
-125
-0.3% -$7.08K 0.44% 57
2018
Q4 		$2M Sell
35,841
-5,579
-13% -$317K 0.48% 53
2018
Q3 		$2.2M Buy
41,420
+86
+0.2% +$4.55K 0.47% 57
2018
Q2 		$2.08M Sell
41,334
-5,706
-12% -$276K 0.47% 56
2018
Q1 		$2.25M Buy
47,040
+16,426
+54% +$826K 0.52% 48
2017
Q4 		$1.61M Buy
30,614
+6,450
+27% +$317K 0.36% 78
2017
Q3 		$1.2M Buy
24,164
+572
+2% +$26.9K 0.4% 87
2017
Q2 		$1.07M Sell
23,592
-431
-2% -$20.1K 0.44% 76
2017
Q1 		$1.18M Sell
24,023
-1,020
-4% -$51.2K 0.39% 87
2016
Q4 		$1.34M Sell
25,043
-209
-0.8% -$10.4K 0.5% 71
2016
Q3 		$1.31M Buy
25,252
+3,445
+16% +$185K 0.51% 67
2016
Q2 		$1.21M Buy
21,807
+270
+1% +$14K 0.51% 66
2016
Q1 		$1.17M Buy
21,537
+2,555
+13% +$128K 0.52% 69
2015
Q4 		$877K Buy
18,982
+960
+5% +$43.6K 0.48% 73
2015
Q3 		$785K Buy
18,022
+16,572
+1,143% +$765K 0.46% 72
2015
Q2 		$68K Sell
1,450
-105
-7% -$5.14K 0.05% 118
2015
Q1 		$76K Buy
1,555
+639
+70% +$30.8K 0.06% 114
2014
Q4 		$43K Buy
916
+3
+0.3% +$147 0.03% 145
2014
Q3 		$46K Buy
913
+12
+1% +$596 0.04% 136
2014
Q2 		$44K Buy
901
+2
+0.2% +$97 0.04% 140
2014
Q1 		$43K Buy
+899
New +$42.5K 0.04% 139

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Avior Wealth Management reduced its Verizon (VZ) stake by 4.3% in Q2 2026, selling an estimated $83.7K and leaving 39,949 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #272.

Avior Wealth Management first reported a position in VZ in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.44M in Q4 2019. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Avior Wealth Management held 39,949 shares of Verizon worth $1.71M as of Q2 2026.
  • Avior Wealth Management sold 1,785 Verizon shares in Q2 2026, an estimated $83.7K.
  • Verizon made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Avior Wealth Management first reported a position in Verizon in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's Verizon position peaked at $2.44M in Q4 2019.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.