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BSW Wealth Partners’s Verizon VZ Stock Holding History

BSW Wealth Partners’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 		$797K Buy
18,828
+526
+3% +$24.7K 0.09% 125
2026
Q1 		$919K Sell
18,302
-738
-4% -$34.2K 0.11% 106
2025
Q4 		$775K Sell
19,040
-1,325
-7% -$53.7K 0.09% 124
2025
Q3 		$895K Buy
20,365
+772
+4% +$33.4K 0.11% 107
2025
Q2 		$848K Buy
19,593
+637
+3% +$27.6K 0.12% 105
2025
Q1 		$860K Sell
18,956
-968
-5% -$40.3K 0.13% 92
2024
Q4 		$797K Buy
19,924
+2,868
+17% +$121K 0.12% 109
2024
Q3 		$766K Buy
17,056
+93
+0.5% +$3.88K 0.12% 99
2024
Q2 		$700K Buy
16,963
+619
+4% +$24.9K 0.11% 103
2024
Q1 		$686K Sell
16,344
-86
-0.5% -$3.47K 0.12% 103
2023
Q4 		$619K Buy
16,430
+879
+6% +$31.1K 0.12% 103
2023
Q3 		$504K Sell
15,551
-146
-0.9% -$4.93K 0.11% 105
2023
Q2 		$584K Sell
15,697
-2,842
-15% -$105K 0.12% 100
2023
Q1 		$721K Buy
18,539
+5,106
+38% +$201K 0.15% 101
2022
Q4 		$529K Sell
13,433
-4,951
-27% -$187K 0.11% 130
2022
Q3 		$698K Buy
18,384
+747
+4% +$33.3K 0.17% 74
2022
Q2 		$895K Buy
17,637
+1,492
+9% +$75.5K 0.21% 64
2022
Q1 		$822K Buy
16,145
+3,823
+31% +$203K 0.21% 72
2021
Q4 		$640K Buy
12,322
+2,865
+30% +$149K 0.16% 96
2021
Q3 		$511K Sell
9,457
-3,665
-28% -$203K 0.14% 106
2021
Q2 		$735K Buy
13,122
+1,438
+12% +$82.5K 0.2% 67
2021
Q1 		$679K Buy
11,684
+2,185
+23% +$123K 0.2% 65
2020
Q4 		$558K Buy
9,499
+3,702
+64% +$220K 0.17% 76
2020
Q3 		$345K Buy
5,797
+181
+3% +$10.5K 0.13% 93
2020
Q2 		$310K Buy
5,616
+280
+5% +$15.8K 0.1% 98
2020
Q1 		$287K Buy
5,336
+307
+6% +$17.6K 0.12% 85
2019
Q4 		$309K Buy
5,029
+832
+20% +$50.2K 0.11% 95
2019
Q3 		$253K Buy
+4,197
New +$242K 0.1% 85

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

BSW Wealth Partners's VZ Position: Q2 2026 in Review

BSW Wealth Partners increased its Verizon (VZ) stake by 2.9% in Q2 2026, buying an estimated $24.7K and bringing the position to 18,828 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #125.

BSW Wealth Partners first reported a position in VZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $919K in Q1 2026. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • BSW Wealth Partners held 18,828 shares of Verizon worth $797K as of Q2 2026.
  • BSW Wealth Partners bought 526 Verizon shares in Q2 2026, an estimated $24.7K.
  • Verizon made up 0.09% of BSW Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • BSW Wealth Partners first reported a position in Verizon in Q3 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's Verizon position peaked at $919K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.