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Aviso Wealth Management’s Verizon VZ Stock Holding History

Aviso 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 		$729K Buy
17,209
+441
+3% +$20.7K 0.25% 74
2026
Q1 		$842K Sell
16,768
-2,002
-11% -$92.8K 0.38% 58
2025
Q4 		$765K Sell
18,770
-2,294
-11% -$93K 0.32% 72
2025
Q3 		$926K Buy
21,064
+274
+1% +$11.9K 0.4% 60
2025
Q2 		$900K Buy
20,790
+1,216
+6% +$52.7K 0.42% 60
2025
Q1 		$888K Sell
19,574
-623
-3% -$25.9K 0.47% 58
2024
Q4 		$808K Buy
20,197
+3,753
+23% +$158K 0.41% 65
2024
Q3 		$738K Buy
16,444
+1,115
+7% +$46.5K 0.4% 68
2024
Q2 		$632K Buy
15,329
+593
+4% +$23.9K 0.38% 70
2024
Q1 		$618K Buy
14,736
+3,260
+28% +$131K 0.39% 65
2023
Q4 		$433K Buy
+11,476
New +$406K 0.31% 79

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aviso Wealth Management increased its Verizon (VZ) stake by 2.6% in Q2 2026, buying an estimated $20.7K and bringing the position to 17,209 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #74.

Aviso Wealth Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $926K in Q3 2025. 3,155 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Aviso Wealth Management held 17,209 shares of Verizon worth $729K as of Q2 2026.
  • Aviso Wealth Management bought 441 Verizon shares in Q2 2026, an estimated $20.7K.
  • Verizon made up 0.25% of Aviso Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Aviso Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Verizon position peaked at $926K in Q3 2025.
  • 3,155 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.