Creative Planning’s Verizon VZ Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-2,000	Closed	-$5.54K	–	3048
2023 Q2	$5.54K	Hold	2,000	–	–	﹤0.01%	2568
2023 Q1	$9.18K	Buy	+2,000	New	+$78.9K	﹤0.01%	2468
2021 Q2	–	Sell	-17,000	Closed	-$43K	–	2603
2021 Q1	$43K	Buy	+17,000	New	+$959K	﹤0.01%	2367
2019 Q4	–	Sell	-200	Closed	-$1K	–	2124
2019 Q3	$1K	Buy	+200	New	+$11.5K	﹤0.01%	1982
2017 Q1	–	Sell	-400	Closed	-$1K	–	4926
2016 Q4	$1K	Buy	+400	New	+$20K	﹤0.01%	4500
2015 Q3	–	Sell	-20,000	Closed	-$54K	–	4365
2015 Q2	$54K	Buy	+20,000	New	+$979K	﹤0.01%	1030
2015 Q1	–	Sell	-1,000	Closed	-$2K	–	4431
2014 Q4	$2K	Sell	1,000 -1,000	-50%	-$48.9K	﹤0.01%	3858
2014 Q3	$9K	Sell	2,000 -3,000	-60%	-$149K	﹤0.01%	3018
2014 Q2	$19K	Hold	5,000	–	–	﹤0.01%	2528
2014 Q1	$16K	Buy	+5,000	New	+$236K	﹤0.01%	2521

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 $3.37T AUM 44.26% 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

Creative Planning's VZ Position: Q2 2026 in Review

Creative Planning increased its Verizon (VZ) stake by 9.4% in Q2 2026, buying an estimated $6.16M and bringing the position to 1,527,622 shares worth $64.7M. The position accounts for 0.04% of the portfolio, ranked #198.

Creative Planning first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $70.1M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Creative Planning held 1,527,622 shares of Verizon worth $64.7M as of Q2 2026.
Creative Planning bought 131,390 Verizon shares in Q2 2026, an estimated $6.16M.
Verizon made up 0.04% of Creative Planning's portfolio in Q2 2026, its #198 holding.
Creative Planning first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Verizon position peaked at $70.1M in Q1 2026.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.