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Balboa Wealth Partners’s Verizon VZ Stock Holding History

Balboa 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 		$1.33M Sell
31,356
-684
-2% -$32.1K 0.18% 98
2026
Q1 		$1.61M Buy
32,040
+7,220
+29% +$335K 0.27% 63
2025
Q4 		$1.01M Sell
24,820
-846
-3% -$34.3K 0.17% 91
2025
Q3 		$1.13M Sell
25,666
-986
-4% -$42.7K 0.19% 82
2025
Q2 		$1.15M Sell
26,652
-1,920
-7% -$83.1K 0.23% 79
2025
Q1 		$1.3M Buy
28,572
+1,643
+6% +$68.4K 0.31% 61
2024
Q4 		$1.08M Buy
26,929
+657
+3% +$27.7K 0.25% 72
2024
Q3 		$1.18M Sell
26,272
-6,464
-20% -$270K 0.29% 67
2024
Q2 		$1.35M Buy
32,736
+10,421
+47% +$420K 0.36% 51
2024
Q1 		$936K Sell
22,315
-1,340
-6% -$54K 0.28% 69
2023
Q4 		$892K Buy
23,655
+275
+1% +$9.73K 0.3% 65
2023
Q3 		$758K Sell
23,380
-2,332
-9% -$78.8K 0.28% 61
2023
Q2 		$956K Sell
25,712
-2,714
-10% -$100K 0.33% 49
2023
Q1 		$1.11M Sell
28,426
-4,230
-13% -$167K 0.42% 45
2022
Q4 		$1.29M Sell
32,656
-502
-2% -$18.9K 0.58% 34
2022
Q3 		$1.26M Buy
+33,158
New +$1.48M 0.55% 34

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 $3.38T AUM 44.17% 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

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

Balboa Wealth Partners reduced its Verizon (VZ) stake by 2.1% in Q2 2026, selling an estimated $32.1K and leaving 31,356 shares worth $1.33M. The position accounts for 0.18% of the portfolio, ranked #98.

Balboa Wealth Partners first reported a position in VZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Balboa Wealth Partners held 31,356 shares of Verizon worth $1.33M as of Q2 2026.
  • Balboa Wealth Partners sold 684 Verizon shares in Q2 2026, an estimated $32.1K.
  • Verizon made up 0.18% of Balboa Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Balboa Wealth Partners first reported a position in Verizon in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Verizon position peaked at $1.61M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.