Bridgewealth Advisory Group’s Verizon VZ Stock Holding History

Bridgewealth Advisory 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	$355K	Buy	8,393 +265	+3%	+$12.4K	0.07%	94
2026 Q1	$408K	Sell	8,128 -1,520	-16%	-$70.4K	0.08%	88
2025 Q4	$393K	Buy	9,648 +484	+5%	+$19.6K	0.09%	85
2025 Q3	$403K	Buy	9,164 +574	+7%	+$24.8K	0.09%	79
2025 Q2	$372K	Buy	+8,590	New	+$372K	0.09%	80
2025 Q1	–	Sell	-9,277	Closed	-$381K	–	114
2024 Q4	$381K	Buy	9,277 +4,153	+81%	+$175K	0.11%	69
2024 Q3	$230K	Sell	5,124 -1,842	-26%	-$76.9K	0.08%	74
2024 Q2	$287K	Sell	6,966 -6,560	-48%	-$264K	0.13%	57
2024 Q1	$568K	Sell	13,526 -718	-5%	-$29K	0.28%	44
2023 Q4	$537K	Buy	14,244 +2,910	+26%	+$103K	0.41%	40
2023 Q3	$367K	Buy	11,334 +228	+2%	+$7.7K	0.45%	38
2023 Q2	$413K	Buy	11,106 +299	+3%	+$11.1K	0.67%	32
2023 Q1	$420K	Buy	10,807 +150	+1%	+$5.92K	0.77%	30
2022 Q4	$420K	Buy	+10,657	New	+$402K	0.82%	28

Other funds holding VZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bridgewealth Advisory Group's VZ Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Verizon (VZ) stake by 3.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 8,393 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #94.

Bridgewealth Advisory Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $568K in Q1 2024. 1,158 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Bridgewealth Advisory Group held 8,393 shares of Verizon worth $355K as of Q2 2026.
Bridgewealth Advisory Group bought 265 Verizon shares in Q2 2026, an estimated $12.4K.
Verizon made up 0.07% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #94 holding.
Bridgewealth Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's Verizon position peaked at $568K in Q1 2024.
1,158 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.