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Concord Wealth Partners’s Verizon VZ Stock Holding History

Concord Wealth Partners’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 		$1.89M Buy
44,653
+369
+0.8% +$17.3K 0.22% 101
2026
Q1 		$2.22M Buy
44,284
+3,378
+8% +$157K 0.29% 87
2025
Q4 		$1.67M Sell
40,906
-195
-0.5% -$7.91K 0.22% 102
2025
Q3 		$1.81M Buy
41,101
+1,976
+5% +$85.5K 0.25% 91
2025
Q2 		$1.69M Buy
39,125
+3,847
+11% +$167K 0.25% 95
2025
Q1 		$1.6M Buy
35,278
+5,523
+19% +$230K 0.26% 92
2024
Q4 		$1.19M Buy
29,755
+2,632
+10% +$111K 0.19% 96
2024
Q3 		$1.22M Sell
27,123
-2,115
-7% -$88.3K 0.2% 86
2024
Q2 		$1.21M Buy
29,238
+3,842
+15% +$155K 0.21% 93
2024
Q1 		$1.07M Buy
25,396
+3,494
+16% +$141K 0.19% 96
2023
Q4 		$826K Sell
21,902
-2,069
-9% -$73.2K 0.17% 101
2023
Q3 		$777K Sell
23,971
-4,805
-17% -$162K 0.17% 90
2023
Q2 		$1.07M Buy
28,776
+8,398
+41% +$311K 0.23% 66
2023
Q1 		$792K Sell
20,378
-2,058
-9% -$81.2K 0.22% 64
2022
Q4 		$884K Sell
22,436
-2,403
-10% -$90.5K 0.27% 52
2022
Q3 		$943K Buy
24,839
+726
+3% +$32.3K 0.3% 49
2022
Q2 		$1.22M Sell
24,113
-2,580
-10% -$131K 0.34% 43
2022
Q1 		$1.36M Sell
26,693
-2,501
-9% -$132K 0.35% 38
2021
Q4 		$1.52M Buy
29,194
+17,899
+158% +$934K 0.37% 33
2021
Q3 		$610K Sell
11,295
-10,319
-48% -$571K 0.25% 31
2021
Q2 		$1.21M Buy
21,614
+1,308
+6% +$75.1K 0.35% 27
2021
Q1 		$1.18M Buy
20,306
+9,850
+94% +$556K 0.4% 25
2020
Q4 		$614K Buy
+10,456
New +$621K 0.47% 26

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Concord Wealth Partners's VZ Position: Q2 2026 in Review

Concord Wealth Partners increased its Verizon (VZ) stake by 0.83% in Q2 2026, buying an estimated $17.3K and bringing the position to 44,653 shares worth $1.89M. The position accounts for 0.22% of the portfolio, ranked #101.

Concord Wealth Partners first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.22M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Concord Wealth Partners held 44,653 shares of Verizon worth $1.89M as of Q2 2026.
  • Concord Wealth Partners bought 369 Verizon shares in Q2 2026, an estimated $17.3K.
  • Verizon made up 0.22% of Concord Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Concord Wealth Partners first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Verizon position peaked at $2.22M in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.