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Bestgate Wealth Advisors’s Verizon VZ Stock Holding History

Bestgate Wealth 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 		$350K Sell
8,264
-629
-7% -$29.5K 0.56% 33
2026
Q1 		$446K Sell
8,893
-794
-8% -$36.8K 0.81% 27
2025
Q4 		$395K Sell
9,687
-222
-2% -$9.01K 0.69% 32
2025
Q3 		$435K Sell
9,909
-587
-6% -$25.4K 0.77% 29
2025
Q2 		$476K Hold
10,496
– – 0.99% 23
2025
Q1 		$476K Buy
10,496
+520
+5% +$21.6K 0.99% 23
2024
Q4 		$399K Buy
+9,976
New +$421K 0.8% 30

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Bestgate Wealth Advisors's VZ Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its Verizon (VZ) stake by 7.1% in Q2 2026, selling an estimated $29.5K and leaving 8,264 shares worth $350K. The position accounts for 0.56% of the portfolio, ranked #33.

Bestgate Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Bestgate Wealth Advisors held 8,264 shares of Verizon worth $350K as of Q2 2026.
  • Bestgate Wealth Advisors sold 629 Verizon shares in Q2 2026, an estimated $29.5K.
  • Verizon made up 0.56% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Bestgate Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Bestgate Wealth Advisors's Verizon position peaked at $476K in Q2 2025.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.