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Chung Wu Investment Group’s Verizon VZ Stock Holding History

Chung Wu Investment Group’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 		$55K Hold
1,300
– – 0.04% 154
2026
Q1 		$65.3K Sell
1,300
-300
-19% -$13.9K 0.06% 126
2025
Q4 		$65.2K Sell
1,600
-2,000
-56% -$81.1K 0.05% 126
2025
Q3 		$158K Sell
3,600
-80
-2% -$3.46K 0.13% 97
2025
Q2 		$159K Sell
3,680
-2,000
-35% -$86.6K 0.17% 89
2025
Q1 		$258K Buy
+5,680
New +$236K 0.31% 57

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

Chung Wu Investment Group's VZ Position: Q2 2026 in Review

Chung Wu Investment Group held its Verizon (VZ) position steady in Q2 2026 at 1,300 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #154.

Chung Wu Investment Group first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q1 2025. 1,647 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Chung Wu Investment Group held 1,300 shares of Verizon worth $55K as of Q2 2026.
  • Chung Wu Investment Group left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.04% of Chung Wu Investment Group's portfolio in Q2 2026, its #154 holding.
  • Chung Wu Investment Group first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Verizon position peaked at $258K in Q1 2025.
  • 1,647 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.