Baker Tilly Wealth Management’s Verizon VZ Stock Holding History

Baker Tilly 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	$533K	Sell	12,587 -4,958	-28%	-$233K	0.11%	161
2026 Q1	$881K	Sell	17,545 -4,263	-20%	-$198K	0.21%	101
2025 Q4	$888K	Sell	21,808 -7,087	-25%	-$287K	0.22%	98
2025 Q3	$1.27M	Buy	28,895 +12,756	+79%	+$552K	0.29%	59
2025 Q2	$698K	Sell	16,139 -920	-5%	-$39.8K	0.25%	90
2025 Q1	$774K	Buy	17,059 +3,654	+27%	+$152K	0.3%	86
2024 Q4	$536K	Sell	13,405 -1,849	-12%	-$78K	0.21%	111
2024 Q3	$685K	Sell	15,254 -6,373	-29%	-$266K	0.3%	83
2024 Q2	$892K	Sell	21,627 -47,260	-69%	-$1.9M	0.36%	62
2024 Q1	$2.89M	Sell	68,887 -1,761	-2%	-$71K	0.52%	41
2023 Q4	$2.66M	Sell	70,648 -2,818	-4%	-$99.7K	0.44%	46
2023 Q3	$2.38M	Sell	73,466 -26,243	-26%	-$887K	0.39%	55
2023 Q2	$3.71M	Buy	99,709 +4,070	+4%	+$151K	0.39%	59
2023 Q1	$3.72M	Buy	95,639 +13,939	+17%	+$550K	0.42%	54
2022 Q4	$3.22M	Buy	81,700 +1,898	+2%	+$71.5K	0.4%	65
2022 Q3	$3.03M	Sell	79,802 -11,887	-13%	-$529K	0.41%	53
2022 Q2	$4.65M	Buy	91,689 +4,414	+5%	+$223K	0.61%	34
2022 Q1	$4.45M	Buy	87,275 +29,470	+51%	+$1.56M	0.49%	46
2021 Q4	$3M	Sell	57,805 -320	-0.6%	-$16.7K	0.32%	64
2021 Q3	$3.14M	Buy	58,125 +16,745	+40%	+$926K	0.41%	46
2021 Q2	$2.32M	Buy	41,380 +5,183	+14%	+$297K	0.37%	53
2021 Q1	$2.1M	Buy	36,197 +15,189	+72%	+$857K	0.43%	51
2020 Q4	$1.23M	Buy	+21,008	New	+$1.25M	0.38%	60

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Baker Tilly Wealth Management's VZ Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Verizon (VZ) stake by 28% in Q2 2026, selling an estimated $233K and leaving 12,587 shares worth $533K. The position accounts for 0.11% of the portfolio, ranked #161.

Baker Tilly Wealth Management first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.65M in Q2 2022. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Baker Tilly Wealth Management held 12,587 shares of Verizon worth $533K as of Q2 2026.
Baker Tilly Wealth Management sold 4,958 Verizon shares in Q2 2026, an estimated $233K.
Verizon made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #161 holding.
Baker Tilly Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Verizon position peaked at $4.65M in Q2 2022.
1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.