Ballentine Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.23M Buy
76,172
+1,112
+1% +$52.2K 0.04% 153
2026
Q1
$3.77M Buy
75,060
+1,539
+2% +$71.3K 0.05% 119
2025
Q4
$2.99M Sell
73,521
-468
-0.6% -$19K 0.04% 142
2025
Q3
$3.25M Buy
73,989
+3,933
+6% +$170K 0.05% 131
2025
Q2
$3.03M Sell
70,056
-3,495
-5% -$151K 0.05% 139
2025
Q1
$3.34M Buy
73,551
+10,046
+16% +$418K 0.06% 116
2024
Q4
$2.54M Buy
63,505
+208
+0.3% +$8.78K 0.04% 146
2024
Q3
$2.84M Buy
63,297
+5,740
+10% +$240K 0.05% 133
2024
Q2
$2.37M Buy
57,557
+1,915
+3% +$77.2K 0.04% 138
2024
Q1
$2.33M Buy
55,642
+6,790
+14% +$274K 0.04% 137
2023
Q4
$1.84M Buy
48,852
+28,473
+140% +$1.01M 0.04% 150
2023
Q3
$660K Sell
20,379
-643
-3% -$21.7K 0.02% 262
2023
Q2
$782K Sell
21,022
-14,133
-40% -$523K 0.02% 230
2023
Q1
$1.37M Buy
35,155
+8,321
+31% +$328K 0.03% 155
2022
Q4
$1.06M Buy
26,834
+985
+4% +$37.1K 0.03% 163
2022
Q3
$981K Buy
25,849
+1,473
+6% +$65.6K 0.03% 158
2022
Q2
$1.24M Sell
24,376
-4,851
-17% -$245K 0.04% 134
2022
Q1
$1.49M Buy
29,227
+6,993
+31% +$370K 0.05% 132
2021
Q4
$1.16M Sell
22,234
-1,746
-7% -$91.1K 0.03% 162
2021
Q3
$1.29M Sell
23,980
-929
-4% -$51.4K 0.04% 138
2021
Q2
$1.4M Sell
24,909
-2,556
-9% -$147K 0.05% 127
2021
Q1
$1.6M Sell
27,465
-3,230
-11% -$182K 0.06% 106
2020
Q4
$1.8M Buy
30,695
+1,644
+6% +$97.6K 0.07% 92
2020
Q3
$1.73M Buy
29,051
+196
+0.7% +$11.4K 0.08% 92
2020
Q2
$1.59M Sell
28,855
-739
-2% -$41.6K 0.08% 95
2020
Q1
$1.59M Sell
29,594
-230
-0.8% -$13.2K 0.09% 90
2019
Q4
$1.83M Buy
29,824
+991
+3% +$59.8K 0.08% 98
2019
Q3
$1.74M Sell
28,833
-297
-1% -$17.1K 0.08% 99
2019
Q2
$1.66M Buy
29,130
+6,257
+27% +$361K 0.08% 101
2019
Q1
$1.35M Sell
22,873
-626
-3% -$35.5K 0.07% 100
2018
Q4
$1.32M Buy
23,499
+1,116
+5% +$63.3K 0.08% 97
2018
Q3
$1.2M Buy
22,383
+948
+4% +$50.2K 0.06% 114
2018
Q2
$1.08M Buy
21,435
+1,673
+8% +$81K 0.06% 112
2018
Q1
$946K Sell
19,762
-862
-4% -$43.3K 0.05% 118
2017
Q4
$1.09M Sell
20,624
-8,025
-28% -$395K 0.06% 114
2017
Q3
$1.42M Sell
28,649
-5,626
-16% -$265K 0.08% 92
2017
Q2
$1.51M Buy
34,275
+11,433
+50% +$533K 0.11% 91
2017
Q1
$1.11M Buy
22,842
+3,754
+20% +$188K 0.08% 67
2016
Q4
$1.02M Buy
19,088
+3,678
+24% +$184K 0.08% 66
2016
Q3
$802K Sell
15,410
-2,386
-13% -$128K 0.07% 71
2016
Q2
$993K Buy
17,796
+351
+2% +$18.2K 0.08% 67
2016
Q1
$944K Buy
17,445
+5,662
+48% +$283K 0.08% 70
2015
Q4
$545K Buy
11,783
+57
+0.5% +$2.59K 0.05% 89
2015
Q3
$511K Buy
11,726
+434
+4% +$20K 0.05% 86
2015
Q2
$526K Buy
11,292
+188
+2% +$9.2K 0.05% 85
2015
Q1
$540K Sell
11,104
-462
-4% -$22.3K 0.05% 83
2014
Q4
$541K Sell
11,566
-57
-0.5% -$2.79K 0.06% 81
2014
Q3
$581K Buy
11,623
+530
+5% +$26.3K 0.07% 73
2014
Q2
$543K Buy
11,093
+2,170
+24% +$105K 0.06% 71
2014
Q1
$425K Buy
8,923
+1,588
+22% +$75.1K 0.05% 83
2013
Q4
$360K Buy
7,335
+120
+2% +$5.9K 0.04% 105
2013
Q3
$336K Buy
7,215
+1,852
+35% +$90.4K 0.04% 106
2013
Q2
$270K Buy
+5,363
New +$274K 0.04% 102

Other funds holding VZ

Ballentine Partners's VZ Position: Q2 2026 in Review

Ballentine Partners increased its Verizon (VZ) stake by 1.5% in Q2 2026, buying an estimated $52.2K and bringing the position to 76,172 shares worth $3.23M. The position accounts for 0.04% of the portfolio, ranked #153.

Ballentine Partners first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.77M in Q1 2026. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Ballentine Partners held 76,172 shares of Verizon worth $3.23M as of Q2 2026.
  • Ballentine Partners bought 1,112 Verizon shares in Q2 2026, an estimated $52.2K.
  • Verizon made up 0.04% of Ballentine Partners's portfolio in Q2 2026, its #153 holding.
  • Ballentine Partners first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • Ballentine Partners's Verizon position peaked at $3.77M in Q1 2026.
  • 3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.