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Bay Harbor Wealth Management’s Verizon VZ Stock Holding History

Bay Harbor 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 		$49.2K Buy
1,162
+639
+122% +$30K 0.01% 147
2026
Q1 		$26.3K Buy
523
+138
+36% +$6.4K 0.01% 146
2025
Q4 		$15.7K Buy
385
+150
+64% +$6.08K ﹤0.01% 151
2025
Q3 		$10.3K Buy
235
+49
+26% +$2.12K ﹤0.01% 147
2025
Q2 		$8.05K Buy
186
+121
+186% +$5.24K ﹤0.01% 152
2025
Q1 		$2.95K Buy
+65
New +$2.71K ﹤0.01% 166
2022
Q4 		– Sell
-1,510
Closed -$57K – 207
2022
Q3 		$57K Hold
1,510
– – 0.03% 88
2022
Q2 		$77K Buy
1,510
+1,458
+2,804% +$73.8K 0.03% 61
2022
Q1 		$3K Buy
52
+13
+33% +$689 ﹤0.01% 164
2021
Q4 		$2K Sell
39
-83
-68% -$4.33K ﹤0.01% 156
2021
Q3 		$7K Sell
122
-382
-76% -$21.1K ﹤0.01% 149
2021
Q2 		$28K Sell
504
-720
-59% -$41.3K 0.01% 149
2021
Q1 		$71K Sell
1,224
-2,086
-63% -$118K 0.03% 106
2020
Q4 		$194K Sell
3,310
-1,249
-27% -$74.2K 0.09% 74
2020
Q3 		$271K Sell
4,559
-1,746
-28% -$101K 0.14% 66
2020
Q2 		$348K Sell
6,305
-669
-10% -$37.6K 0.19% 65
2020
Q1 		$375K Sell
6,974
-206
-3% -$11.8K 0.23% 53
2019
Q4 		$441K Buy
7,180
+319
+5% +$19.2K 0.24% 57
2019
Q3 		$413K Sell
6,861
-206
-3% -$11.9K 0.25% 55
2019
Q2 		$404K Sell
7,067
-1,135
-14% -$65.4K 0.25% 59
2019
Q1 		$485K Sell
8,202
-1,308
-14% -$74.1K 0.33% 54
2018
Q4 		$535K Buy
+9,510
New +$540K 0.43% 43

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bay Harbor Wealth Management's VZ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Verizon (VZ) stake by 122% in Q2 2026, buying an estimated $30K and bringing the position to 1,162 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #147.

Bay Harbor Wealth Management first reported a position in VZ in Q4 2018 and has held it in 22 quarters since. The position peaked at $535K in Q4 2018. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Bay Harbor Wealth Management held 1,162 shares of Verizon worth $49.2K as of Q2 2026.
  • Bay Harbor Wealth Management bought 639 Verizon shares in Q2 2026, an estimated $30K.
  • Verizon made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Bay Harbor Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 22 quarters since.
  • Bay Harbor Wealth Management's Verizon position peaked at $535K in Q4 2018.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.