Broadway Wealth Solutions’s Verizon VZ Stock Holding History

Broadway Wealth Solutions’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	$239K	Sell	5,645 -461	-8%	-$21.6K	0.11%	83
2026 Q1	$307K	Buy	6,106 +188	+3%	+$8.71K	0.16%	70
2025 Q4	$241K	Buy	5,918 +370	+7%	+$15K	0.13%	83
2025 Q3	$244K	Sell	5,548 -430	-7%	-$18.6K	0.14%	83
2025 Q2	$259K	Sell	5,978 -481	-7%	-$20.8K	0.16%	77
2025 Q1	$293K	Sell	6,459 -534	-8%	-$22.2K	0.21%	56
2024 Q4	$280K	Buy	+6,993	New	+$295K	0.21%	68

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Broadway Wealth Solutions's VZ Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Verizon (VZ) stake by 7.5% in Q2 2026, selling an estimated $21.6K and leaving 5,645 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #83.

Broadway Wealth Solutions first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q1 2026. 1,759 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Broadway Wealth Solutions held 5,645 shares of Verizon worth $239K as of Q2 2026.
Broadway Wealth Solutions sold 461 Verizon shares in Q2 2026, an estimated $21.6K.
Verizon made up 0.11% of Broadway Wealth Solutions's portfolio in Q2 2026, its #83 holding.
Broadway Wealth Solutions first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's Verizon position peaked at $307K in Q1 2026.
1,759 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.