Cherry Tree Wealth Management’s Verizon VZ Stock Holding History

Cherry Tree 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	$38.3K	Hold	904	–	–	0.01%	308
2026 Q1	$45.4K	Hold	904	–	–	0.01%	277
2025 Q4	$36.8K	Buy	904 +445	+97%	+$18.1K	0.01%	299
2025 Q3	$20.2K	Hold	459	–	–	﹤0.01%	340
2025 Q2	$19.9K	Sell	459 -125	-21%	-$5.41K	﹤0.01%	344
2025 Q1	$26.5K	Buy	584 +244	+72%	+$10.2K	0.01%	313
2024 Q4	$13.6K	Buy	340 +11	+3%	+$464	﹤0.01%	378
2024 Q3	$14.8K	Sell	329 -380	-54%	-$15.9K	﹤0.01%	372
2024 Q2	$29.2K	Buy	709 +1	+0.1%	+$40	0.01%	295
2024 Q1	$29.7K	Hold	708	–	–	0.01%	291
2023 Q4	$26.7K	Sell	708 -167	-19%	-$5.91K	0.01%	287
2023 Q3	$28.4K	Hold	875	–	–	0.01%	270
2023 Q2	$32.5K	Buy	+875	New	+$32.4K	0.01%	254

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's VZ Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Verizon (VZ) position steady in Q2 2026 at 904 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #308.

Cherry Tree Wealth Management first reported a position in VZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $45.4K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Cherry Tree Wealth Management held 904 shares of Verizon worth $38.3K as of Q2 2026.
Cherry Tree Wealth Management left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #308 holding.
Cherry Tree Wealth Management first reported a position in Verizon in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Verizon position peaked at $45.4K in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.