BHPW
VZ icon

Beverly Hills Private Wealth’s Verizon VZ Stock Holding History

Beverly Hills Private Wealth’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 		$9.04M Buy
213,520
+23,214
+12% +$1.09M 1.72% 12
2026
Q1 		$9.55M Buy
190,306
+32,820
+21% +$1.52M 1.59% 11
2025
Q4 		$6.41M Sell
157,486
-8,494
-5% -$345K 1.1% 19
2025
Q3 		$7.29M Buy
165,980
+18,160
+12% +$786K 1.29% 14
2025
Q2 		$6.4M Buy
147,820
+13,169
+10% +$570K 1.2% 15
2025
Q1 		$6.11M Buy
134,651
+25,729
+24% +$1.07M 1.21% 13
2024
Q4 		$4.36M Sell
108,922
-4,286
-4% -$181K 0.88% 22
2024
Q3 		$5.08M Sell
113,208
-4,983
-4% -$208K 1.03% 18
2024
Q2 		$4.87M Buy
118,191
+24,602
+26% +$992K 1.06% 16
2024
Q1 		$3.93M Buy
93,589
+29,799
+47% +$1.2M 0.91% 23
2023
Q4 		$2.4M Sell
63,790
-14,391
-18% -$509K 0.63% 43
2023
Q3 		$2.53M Sell
78,181
-57,463
-42% -$1.94M 0.75% 32
2023
Q2 		$4.42M Buy
135,644
+62,282
+85% +$2.31M 0.73% 37
2023
Q1 		$2.85M Buy
73,362
+15,929
+28% +$628K 0.88% 29
2022
Q4 		$2.26M Buy
+57,433
New +$2.16M 0.99% 27

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's VZ Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Verizon (VZ) stake by 12% in Q2 2026, buying an estimated $1.09M and bringing the position to 213,520 shares worth $9.04M. The position accounts for 1.72% of the portfolio, ranked #12.

Beverly Hills Private Wealth first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.55M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Beverly Hills Private Wealth held 213,520 shares of Verizon worth $9.04M as of Q2 2026.
  • Beverly Hills Private Wealth bought 23,214 Verizon shares in Q2 2026, an estimated $1.09M.
  • Verizon made up 1.72% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Beverly Hills Private Wealth first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Verizon position peaked at $9.55M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.