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Carolina Wealth Advisors’s Verizon VZ Stock Holding History

Carolina Wealth Advisors’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 		$2.9M Sell
68,435
-832
-1% -$39K 1.14% 27
2026
Q1 		$3.48M Sell
69,267
-69,565
-50% -$3.22M 1.45% 20
2025
Q4 		$5.65M Sell
138,832
-3,016
-2% -$122K 2.52% 16
2025
Q3 		$6.23M Sell
141,848
-2,139
-1% -$92.6K 2.69% 12
2025
Q2 		$6.23M Buy
143,987
+3,140
+2% +$136K 3.07% 11
2025
Q1 		$6.39M Sell
140,847
-2,387
-2% -$99.4K 3.45% 9
2024
Q4 		$5.73M Sell
143,234
-2,415
-2% -$102K 3.08% 12
2024
Q3 		$6.54M Sell
145,649
-5,808
-4% -$242K 3.33% 9
2024
Q2 		$6.25M Buy
151,457
+144,329
+2,025% +$5.82M 3.06% 11
2024
Q1 		$299K Buy
7,128
+152
+2% +$6.13K 0.16% 58
2023
Q4 		$263K Buy
6,976
+3
+0% +$106 0.14% 70
2023
Q3 		$226K Sell
6,973
-46
-0.7% -$1.55K 0.13% 79
2023
Q2 		$261K Sell
7,019
-150
-2% -$5.55K 0.16% 61
2023
Q1 		$279K Sell
7,169
-314
-4% -$12.4K 0.16% 70
2022
Q4 		$295K Buy
7,483
+58
+0.8% +$2.19K 0.19% 64
2022
Q3 		$282K Hold
7,425
– – 0.22% 56
2022
Q2 		$377K Buy
7,425
+1,466
+25% +$74.2K 0.25% 38
2022
Q1 		$304K Buy
5,959
+1,245
+26% +$66K 0.19% 51
2021
Q4 		$245K Sell
4,714
-2,755
-37% -$144K 0.14% 64
2021
Q3 		$403K Sell
7,469
-233
-3% -$12.9K 0.27% 40
2021
Q2 		$432K Sell
7,702
-141
-2% -$8.09K 0.29% 40
2021
Q1 		$456K Sell
7,843
-7,053
-47% -$398K 0.33% 39
2020
Q4 		$875K Buy
14,896
+124
+0.8% +$7.37K 0.7% 36
2020
Q3 		$879K Buy
14,772
+1,087
+8% +$63.2K 0.77% 33
2020
Q2 		$754K Buy
13,685
+1,036
+8% +$58.3K 0.73% 35
2020
Q1 		$680K Buy
12,649
+4,956
+64% +$284K 0.79% 35
2019
Q4 		$472K Buy
+7,693
New +$464K 0.45% 38

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carolina Wealth Advisors's VZ Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Verizon (VZ) stake by 1.2% in Q2 2026, selling an estimated $39K and leaving 68,435 shares worth $2.9M. The position accounts for 1.14% of the portfolio, ranked #27.

Carolina Wealth Advisors first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.54M in Q3 2024. 1,703 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Carolina Wealth Advisors held 68,435 shares of Verizon worth $2.9M as of Q2 2026.
  • Carolina Wealth Advisors sold 832 Verizon shares in Q2 2026, an estimated $39K.
  • Verizon made up 1.14% of Carolina Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Carolina Wealth Advisors first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Verizon position peaked at $6.54M in Q3 2024.
  • 1,703 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.