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Axis Wealth Partners’s Verizon VZ Stock Holding History

Axis Wealth Partners’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 		$962K Sell
22,732
-1,933
-8% -$90.7K 0.46% 62
2026
Q1 		$1.24M Sell
24,665
-2,236
-8% -$104K 0.66% 47
2025
Q4 		$1.1M Sell
26,901
-214
-0.8% -$8.68K 0.61% 48
2025
Q3 		$1.19M Sell
27,115
-80
-0.3% -$3.46K 0.7% 43
2025
Q2 		$1.18M Buy
27,195
+92
+0.3% +$3.98K 0.77% 39
2025
Q1 		$1.23M Sell
27,103
-2,899
-10% -$121K 0.91% 28
2024
Q4 		$1.2M Buy
+30,002
New +$1.27M 1.01% 28

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Axis Wealth Partners's VZ Position: Q2 2026 in Review

Axis Wealth Partners reduced its Verizon (VZ) stake by 7.8% in Q2 2026, selling an estimated $90.7K and leaving 22,732 shares worth $962K. The position accounts for 0.46% of the portfolio, ranked #62.

Axis Wealth Partners first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q1 2026. 1,759 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Axis Wealth Partners held 22,732 shares of Verizon worth $962K as of Q2 2026.
  • Axis Wealth Partners sold 1,933 Verizon shares in Q2 2026, an estimated $90.7K.
  • Verizon made up 0.46% of Axis Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Axis Wealth Partners first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Verizon position peaked at $1.24M in Q1 2026.
  • 1,759 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.