Costello Asset Management’s Verizon VZ Stock Holding History

Costello Asset 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	$1.82M	Buy	42,880 +1,562	+4%	+$73.3K	0.54%	34
2026 Q1	$2.07M	Buy	41,318 +2,589	+7%	+$120K	0.72%	30
2025 Q4	$1.58M	Sell	38,729 -289	-0.7%	-$11.7K	0.52%	37
2025 Q3	$1.71M	Buy	39,018 +1,536	+4%	+$66.5K	0.57%	36
2025 Q2	$1.62M	Buy	37,482 +649	+2%	+$28.1K	0.61%	37
2025 Q1	$1.67M	Buy	36,833 +26,063	+242%	+$1.09M	0.68%	33
2024 Q4	$431K	Sell	10,770 -300	-3%	-$12.7K	0.28%	49
2024 Q3	$497K	Sell	11,070 -100	-0.9%	-$4.17K	0.33%	50
2024 Q2	$461K	Sell	11,170 -2,059	-16%	-$83K	0.34%	44
2024 Q1	$555K	Sell	13,229 -332	-2%	-$13.4K	0.4%	41
2023 Q4	$511K	Sell	13,561 -2,775	-17%	-$98.2K	0.42%	41
2023 Q3	$529K	Sell	16,336 -12,479	-43%	-$422K	0.49%	37
2023 Q2	$1.07M	Buy	28,815 +2,753	+11%	+$102K	0.92%	31
2023 Q1	$1.16M	Sell	26,062 -4,265	-14%	-$168K	1.2%	25
2022 Q4	$1.19M	Sell	30,327 -11,155	-27%	-$420K	1.08%	27
2022 Q3	$1.57M	Sell	41,482 -44,669	-52%	-$1.99M	1.49%	23
2022 Q2	$4.37M	Sell	86,151 -267	-0.3%	-$13.5K	3.78%	6
2022 Q1	$4.4M	Buy	86,418 +9,114	+12%	+$483K	3.02%	10
2021 Q4	$4.02M	Sell	77,304 -1,903	-2%	-$99.3K	2.45%	13
2021 Q3	$4.28M	Buy	79,207 +3,239	+4%	+$179K	2.73%	13
2021 Q2	$4.26M	Sell	75,968 -5,730	-7%	-$329K	2.79%	12
2021 Q1	$4.75M	Buy	81,698 +7,381	+10%	+$417K	3.28%	12
2020 Q4	$4.37M	Buy	74,317 +18,531	+33%	+$1.1M	3.3%	12
2020 Q3	$3.32M	Buy	55,786 +292	+0.5%	+$17K	2.92%	13
2020 Q2	$3.06M	Buy	+55,494	New	+$3.12M	3.01%	12
2019 Q3	$2.94M	Sell	48,692 -861	-2%	-$49.6K	3.51%	11
2019 Q2	$2.83M	Sell	49,553 -578	-1%	-$33.3K	3.22%	12
2019 Q1	$2.96M	Sell	50,131 -3,003	-6%	-$170K	3.55%	10
2018 Q4	$2.99M	Buy	+53,134	New	+$3.01M	3.87%	8

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Costello Asset Management's VZ Position: Q2 2026 in Review

Costello Asset Management increased its Verizon (VZ) stake by 3.8% in Q2 2026, buying an estimated $73.3K and bringing the position to 42,880 shares worth $1.82M. The position accounts for 0.54% of the portfolio, ranked #34.

Costello Asset Management first reported a position in VZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.75M in Q1 2021. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Costello Asset Management held 42,880 shares of Verizon worth $1.82M as of Q2 2026.
Costello Asset Management bought 1,562 Verizon shares in Q2 2026, an estimated $73.3K.
Verizon made up 0.54% of Costello Asset Management's portfolio in Q2 2026, its #34 holding.
Costello Asset Management first reported a position in Verizon in Q4 2018 and has held it in 29 quarters since.
Costello Asset Management's Verizon position peaked at $4.75M in Q1 2021.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.