Baron Silver Stevens Financial Advisors’s Verizon VZ Stock Holding History

Baron Silver Stevens Financial Advisors’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	$264K	Hold	6,226	–	–	0.03%	128
2026 Q1	$313K	Buy	6,226 +295	+5%	+$13.7K	0.05%	102
2025 Q4	$242K	Sell	5,931 -752	-11%	-$30.5K	0.03%	122
2025 Q3	$294K	Buy	6,683 +1,234	+23%	+$53.4K	0.04%	109
2025 Q2	$236K	Buy	5,449 +437	+9%	+$18.9K	0.04%	126
2025 Q1	$227K	Hold	5,012	–	–	0.04%	110
2024 Q4	$200K	Buy	+5,012	New	+$211K	0.03%	126
2024 Q3	–	Sell	-5,014	Closed	-$207K	–	122
2024 Q2	$207K	Sell	5,014 -759	-13%	-$30.6K	0.04%	109
2024 Q1	$242K	Buy	5,773 +140	+2%	+$5.65K	0.05%	108
2023 Q4	$212K	Buy	+5,633	New	+$199K	0.04%	104
2023 Q3	–	Sell	-6,255	Closed	-$233K	–	111
2023 Q2	$233K	Sell	6,255 -597	-9%	-$22.1K	0.05%	99
2023 Q1	$266K	Buy	6,852 +30	+0.4%	+$1.18K	0.07%	83
2022 Q4	$269K	Buy	+6,822	New	+$257K	0.07%	77
2022 Q3	–	Sell	-8,068	Closed	-$409K	–	152
2022 Q2	$409K	Sell	8,068 -20	-0.2%	-$1.01K	0.11%	64
2022 Q1	$412K	Buy	8,088 +146	+2%	+$7.73K	0.1%	59
2021 Q4	$412K	Buy	7,942 +584	+8%	+$30.5K	0.1%	56
2021 Q3	$397K	Sell	7,358 -202	-3%	-$11.2K	0.11%	52
2021 Q2	$423K	Buy	7,560 +243	+3%	+$13.9K	0.11%	53
2021 Q1	$425K	Sell	7,317 -795	-10%	-$44.9K	0.23%	27
2020 Q4	$476K	Buy	+8,112	New	+$482K	0.16%	38

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VZ Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its Verizon (VZ) position steady in Q2 2026 at 6,226 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #128.

Baron Silver Stevens Financial Advisors first reported a position in VZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $476K in Q4 2020. 1,682 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Baron Silver Stevens Financial Advisors held 6,226 shares of Verizon worth $264K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #128 holding.
Baron Silver Stevens Financial Advisors first reported a position in Verizon in Q4 2020 and has held it in 20 quarters since.
Baron Silver Stevens Financial Advisors's Verizon position peaked at $476K in Q4 2020.
1,682 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.