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Copia Wealth Management’s Verizon VZ Stock Holding History

Copia 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 		$4.83K Hold
114
– – ﹤0.01% 401
2026
Q1 		$5.72K Hold
114
– – ﹤0.01% 365
2025
Q4 		$4.64K Hold
114
– – ﹤0.01% 385
2025
Q3 		$5.01K Hold
114
– – ﹤0.01% 357
2025
Q2 		$4.93K Hold
114
– – ﹤0.01% 341
2025
Q1 		$5.17K Hold
114
– – ﹤0.01% 331
2024
Q4 		$4.56K Buy
+114
New +$4.81K ﹤0.01% 324

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 $3.38T AUM 44.17% 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

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

Copia Wealth Management held its Verizon (VZ) position steady in Q2 2026 at 114 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Copia Wealth Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.72K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Copia Wealth Management held 114 shares of Verizon worth $4.83K as of Q2 2026.
  • Copia Wealth Management left its Verizon share count unchanged in Q2 2026.
  • Verizon made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Copia Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Verizon position peaked at $5.72K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.