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Berry Wealth Group’s Verizon VZ Stock Holding History

Berry Wealth Group’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 		$244K Sell
5,768
-518
-8% -$24.3K 0.78% 24
2026
Q1 		$316K Sell
6,286
-570
-8% -$26.4K 1.18% 20
2025
Q4 		$279K Buy
+6,856
New +$278K 0.98% 22
2025
Q3 		– Sell
-47,197
Closed -$2.04M – 103
2025
Q2 		$2.04M Sell
47,197
-222
-0.5% -$9.61K 1.43% 20
2025
Q1 		$2.15M Sell
47,419
-1,308
-3% -$54.5K 1.68% 19
2024
Q4 		$1.95M Sell
48,727
-1,654
-3% -$69.8K 1.41% 24
2024
Q3 		$2.26M Buy
50,381
+9,249
+22% +$386K 1.62% 22
2024
Q2 		$1.7M Buy
41,132
+1,936
+5% +$78K 1.35% 24
2024
Q1 		$1.64M Sell
39,196
-1,109
-3% -$44.7K 1.36% 22
2023
Q4 		$1.52M Buy
+40,305
New +$1.43M 1.4% 22

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berry Wealth Group's VZ Position: Q2 2026 in Review

Berry Wealth Group reduced its Verizon (VZ) stake by 8.2% in Q2 2026, selling an estimated $24.3K and leaving 5,768 shares worth $244K. The position accounts for 0.78% of the portfolio, ranked #24.

Berry Wealth Group first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.26M in Q3 2024. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Berry Wealth Group held 5,768 shares of Verizon worth $244K as of Q2 2026.
  • Berry Wealth Group sold 518 Verizon shares in Q2 2026, an estimated $24.3K.
  • Verizon made up 0.78% of Berry Wealth Group's portfolio in Q2 2026, its #24 holding.
  • Berry Wealth Group first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Verizon position peaked at $2.26M in Q3 2024.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.