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Beta Wealth Group’s Verizon VZ Stock Holding History

Beta 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 		$334K Buy
7,881
+317
+4% +$14.9K 0.13% 103
2026
Q1 		$380K Buy
7,564
+410
+6% +$19K 0.16% 94
2025
Q4 		$291K Sell
7,154
-190
-3% -$7.71K 0.12% 105
2025
Q3 		$323K Sell
7,344
-21
-0.3% -$909 0.13% 104
2025
Q2 		$319K Buy
7,365
+111
+2% +$4.81K 0.12% 90
2025
Q1 		$329K Sell
7,254
-289
-4% -$12K 0.12% 88
2024
Q4 		$302K Buy
7,543
+6
+0.1% +$253 0.13% 94
2024
Q3 		$338K Buy
7,537
+407
+6% +$17K 0.15% 88
2024
Q2 		$294K Buy
7,130
+308
+5% +$12.4K 0.14% 87
2024
Q1 		$286K Sell
6,822
-1,000
-13% -$40.3K 0.14% 88
2023
Q4 		$295K Sell
7,822
-78,242
-91% -$2.77M 0.15% 87
2023
Q3 		$2.79M Sell
86,064
-20,613
-19% -$696K 1.65% 21
2023
Q2 		$3.97M Buy
106,677
+6,689
+7% +$248K 2.29% 14
2023
Q1 		$3.89M Buy
99,988
+24,705
+33% +$974K 2.22% 13
2022
Q4 		$2.97M Buy
75,283
+2,277
+3% +$85.8K 1.99% 18
2022
Q3 		$2.77M Buy
73,006
+2,715
+4% +$121K 2% 21
2022
Q2 		$3.57M Sell
70,291
-15,712
-18% -$795K 2.39% 16
2022
Q1 		$4.38M Buy
86,003
+13,506
+19% +$715K 2.93% 11
2021
Q4 		$3.92M Hold
72,497
– – 2.82% 12
2021
Q3 		$3.92M Buy
72,497
+4,048
+6% +$224K 2.82% 12
2021
Q2 		$3.83M Buy
68,449
+3,507
+5% +$201K 2.67% 13
2021
Q1 		$3.78M Buy
64,942
+50,844
+361% +$2.87M 2.75% 13
2020
Q4 		$828K Buy
+14,098
New +$837K 0.71% 30

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

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

Beta Wealth Group increased its Verizon (VZ) stake by 4.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 7,881 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #103.

Beta Wealth Group first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.38M in Q1 2022. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Beta Wealth Group held 7,881 shares of Verizon worth $334K as of Q2 2026.
  • Beta Wealth Group bought 317 Verizon shares in Q2 2026, an estimated $14.9K.
  • Verizon made up 0.13% of Beta Wealth Group's portfolio in Q2 2026, its #103 holding.
  • Beta Wealth Group first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Beta Wealth Group's Verizon position peaked at $4.38M in Q1 2022.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.