CarsonAllaria Wealth Management’s Verizon VZ Stock Holding History

CarsonAllaria Wealth Management’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	$227K	Sell	5,351 -177	-3%	-$8.3K	0.1%	66
2026 Q1	$277K	Buy	5,528 +214	+4%	+$9.92K	0.14%	51
2025 Q4	$216K	Sell	5,314 -222	-4%	-$9.01K	0.11%	63
2025 Q3	$243K	Buy	5,536 +82	+2%	+$3.55K	0.13%	59
2025 Q2	$236K	Sell	5,454 -106	-2%	-$4.59K	0.13%	58
2025 Q1	$252K	Buy	5,560 +119	+2%	+$4.95K	0.15%	56
2024 Q4	$218K	Sell	5,441 -245	-4%	-$10.3K	0.12%	61
2024 Q3	$255K	Buy	5,686 +412	+8%	+$17.2K	0.15%	55
2024 Q2	$218K	Sell	5,274 -444	-8%	-$17.9K	0.13%	61
2024 Q1	$240K	Sell	5,718 -675	-11%	-$27.2K	0.15%	60
2023 Q4	$241K	Buy	6,393 +287	+5%	+$10.2K	0.17%	57
2023 Q3	$198K	Sell	6,106 -331	-5%	-$11.2K	0.16%	60
2023 Q2	$239K	Buy	6,437 +139	+2%	+$5.14K	0.19%	58
2023 Q1	$245K	Buy	6,298 +45	+0.7%	+$1.77K	0.21%	56
2022 Q4	$246K	Buy	6,253 +74	+1%	+$2.79K	0.22%	56
2022 Q3	$235K	Buy	6,179 +92	+2%	+$4.1K	0.22%	59
2022 Q2	$309K	Buy	6,087 +69	+1%	+$3.49K	0.29%	44
2022 Q1	$307K	Buy	6,018 +72	+1%	+$3.81K	0.27%	45
2021 Q4	$309K	Buy	+5,946	New	+$310K	0.27%	46

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CarsonAllaria Wealth Management's VZ Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its Verizon (VZ) stake by 3.2% in Q2 2026, selling an estimated $8.3K and leaving 5,351 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #66.

CarsonAllaria Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $309K in Q2 2022. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

CarsonAllaria Wealth Management held 5,351 shares of Verizon worth $227K as of Q2 2026.
CarsonAllaria Wealth Management sold 177 Verizon shares in Q2 2026, an estimated $8.3K.
Verizon made up 0.1% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #66 holding.
CarsonAllaria Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
CarsonAllaria Wealth Management's Verizon position peaked at $309K in Q2 2022.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.