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Cassaday & Co Wealth Management’s Verizon VZ Stock Holding History

Cassaday & Co 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 		$1.69M Buy
39,806
+13,909
+54% +$653K 0.03% 112
2026
Q1 		$1.3M Sell
25,897
-14,782
-36% -$685K 0.03% 114
2025
Q4 		$1.66M Buy
40,679
+3,867
+11% +$157K 0.03% 102
2025
Q3 		$1.62M Buy
36,812
+2,430
+7% +$105K 0.04% 102
2025
Q2 		$1.49M Sell
34,382
-260
-0.8% -$11.3K 0.04% 101
2025
Q1 		$1.57M Buy
34,642
+408
+1% +$17K 0.04% 87
2024
Q4 		$1.37M Buy
34,234
+11,254
+49% +$475K 0.04% 90
2024
Q3 		$1.03M Sell
22,980
-805
-3% -$33.6K 0.03% 110
2024
Q2 		$981K Sell
23,785
-91
-0.4% -$3.67K 0.03% 105
2024
Q1 		$1M Buy
23,876
+1,936
+9% +$78.1K 0.03% 103
2023
Q4 		$827K Sell
21,940
-1,781
-8% -$63K 0.03% 110
2023
Q3 		$769K Buy
23,721
+332
+1% +$11.2K 0.03% 106
2023
Q2 		$870K Sell
23,389
-817
-3% -$30.2K 0.03% 105
2023
Q1 		$941K Buy
24,206
+1,108
+5% +$43.7K 0.04% 98
2022
Q4 		$910K Buy
+23,098
New +$870K 0.04% 97

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

Cassaday & Co Wealth Management's VZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Verizon (VZ) stake by 54% in Q2 2026, buying an estimated $653K and bringing the position to 39,806 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #112.

Cassaday & Co Wealth Management first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cassaday & Co Wealth Management held 39,806 shares of Verizon worth $1.69M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 13,909 Verizon shares in Q2 2026, an estimated $653K.
  • Verizon made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Cassaday & Co Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.