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Berman McAleer’s Verizon VZ Stock Holding History

Berman McAleer’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 		$541K Buy
12,778
+73
+0.6% +$3.42K 0.06% 98
2026
Q1 		$638K Buy
12,705
+206
+2% +$9.55K 0.09% 84
2025
Q4 		$509K Buy
12,499
+63
+0.5% +$2.56K 0.07% 96
2025
Q3 		$547K Buy
+12,436
New +$538K 0.08% 85

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Berman McAleer's VZ Position: Q2 2026 in Review

Berman McAleer increased its Verizon (VZ) stake by 0.57% in Q2 2026, buying an estimated $3.42K and bringing the position to 12,778 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #98.

Berman McAleer first reported a position in VZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $638K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Berman McAleer held 12,778 shares of Verizon worth $541K as of Q2 2026.
  • Berman McAleer bought 73 Verizon shares in Q2 2026, an estimated $3.42K.
  • Verizon made up 0.06% of Berman McAleer's portfolio in Q2 2026, its #98 holding.
  • Berman McAleer first reported a position in Verizon in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Verizon position peaked at $638K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.