Beacon Pointe Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$8.98K 1285
2024
Q3
$8.98K Hold
200
﹤0.01% 1218
2024
Q2
$8.25K Buy
+200
New +$8.06K ﹤0.01% 1260

Other funds holding VZ

Beacon Pointe Advisors's VZ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Verizon (VZ) stake by 0.94% in Q2 2026, selling an estimated $110K and leaving 245,206 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #334.

Beacon Pointe Advisors first reported a position in VZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.6M in Q1 2022. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Beacon Pointe Advisors held 245,206 shares of Verizon worth $10.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,335 Verizon shares in Q2 2026, an estimated $110K.
  • Verizon made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #334 holding.
  • Beacon Pointe Advisors first reported a position in Verizon in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Verizon position peaked at $14.6M in Q1 2022.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.