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Carson Advisory’s Verizon VZ Stock Holding History

Carson Advisory’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 		$1.09M Buy
25,706
+341
+1% +$16K 0.5% 47
2026
Q1 		$1.27M Sell
25,365
-1,209
-5% -$56K 0.66% 34
2025
Q4 		$1.08M Sell
26,574
-638
-2% -$25.9K 0.56% 42
2025
Q3 		$1.2M Sell
27,212
-658
-2% -$28.5K 0.65% 36
2025
Q2 		$1.21M Buy
27,870
+2,801
+11% +$121K 0.77% 31
2025
Q1 		$1.14M Sell
25,069
-159
-0.6% -$6.62K 0.77% 34
2024
Q4 		$1.01M Sell
25,228
-732
-3% -$30.9K 0.7% 36
2024
Q3 		$1.17M Sell
25,960
-44
-0.2% -$1.84K 0.73% 33
2024
Q2 		$1.07M Buy
26,004
+2,727
+12% +$110K 0.75% 34
2024
Q1 		$977K Buy
23,277
+84
+0.4% +$3.39K 0.69% 38
2023
Q4 		$874K Buy
23,193
+1,059
+5% +$37.5K 0.68% 40
2023
Q3 		$717K Buy
22,134
+1,643
+8% +$55.5K 0.63% 50
2023
Q2 		$762K Buy
20,491
+346
+2% +$12.8K 0.64% 46
2023
Q1 		$783K Sell
20,145
-696
-3% -$27.4K 0.7% 42
2022
Q4 		$821K Buy
20,841
+1,430
+7% +$53.9K 0.79% 38
2022
Q3 		$737K Buy
19,411
+1,597
+9% +$71.1K 0.82% 36
2022
Q2 		$904K Buy
17,814
+1,050
+6% +$53.1K 1.01% 28
2022
Q1 		$854K Buy
16,764
+2,263
+16% +$120K 0.85% 32
2021
Q4 		$753K Buy
+14,501
New +$757K 0.76% 39

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 $3.37T AUM 44.26% 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

Carson Advisory's VZ Position: Q2 2026 in Review

Carson Advisory increased its Verizon (VZ) stake by 1.3% in Q2 2026, buying an estimated $16K and bringing the position to 25,706 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #47.

Carson Advisory first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Carson Advisory held 25,706 shares of Verizon worth $1.09M as of Q2 2026.
  • Carson Advisory bought 341 Verizon shares in Q2 2026, an estimated $16K.
  • Verizon made up 0.5% of Carson Advisory's portfolio in Q2 2026, its #47 holding.
  • Carson Advisory first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Verizon position peaked at $1.27M in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.