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Crewe Advisors’s Verizon VZ Stock Holding History

Crewe Advisors’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 		$173K Buy
4,097
+676
+20% +$31.7K 0.01% 251
2026
Q1 		$172K Buy
3,421
+250
+8% +$11.6K 0.01% 222
2025
Q4 		$129K Buy
3,171
+183
+6% +$7.42K 0.01% 251
2025
Q3 		$131K Buy
+2,988
New +$129K 0.01% 258
2024
Q3 		– Sell
-8,974
Closed -$370K – 994
2024
Q2 		$370K Buy
8,974
+1,472
+20% +$59.3K 0.04% 128
2024
Q1 		$315K Buy
+7,502
New +$303K 0.04% 136
2023
Q3 		– Sell
-4,879
Closed -$181K – 918
2023
Q2 		$181K Sell
4,879
-854
-15% -$31.6K 0.03% 149
2023
Q1 		$223K Sell
5,733
-78
-1% -$3.08K 0.03% 144
2022
Q4 		$229K Buy
5,811
+1,489
+34% +$56.1K 0.04% 137
2022
Q3 		$164K Buy
4,322
+656
+18% +$29.2K 0.03% 171
2022
Q2 		$186K Buy
3,666
+805
+28% +$40.7K 0.04% 142
2022
Q1 		$146K Buy
2,861
+1,585
+124% +$84K 0.03% 141
2021
Q4 		$66K Hold
1,276
– – 0.01% 171
2021
Q3 		$69K Buy
1,276
+76
+6% +$4.2K 0.02% 131
2021
Q2 		$67K Hold
1,200
– – 0.02% 139
2021
Q1 		$70K Sell
1,200
-189
-14% -$10.7K 0.02% 128
2020
Q4 		$82K Sell
1,389
-138
-9% -$8.2K 0.03% 104
2020
Q3 		$91K Buy
1,527
+327
+27% +$19K 0.04% 93
2020
Q2 		$66K Hold
1,200
– – 0.03% 91
2020
Q1 		$64K Sell
1,200
-74
-6% -$4.23K 0.04% 76
2019
Q4 		$78K Buy
1,274
+74
+6% +$4.46K 0.03% 91
2019
Q3 		$72K Sell
1,200
-1,315
-52% -$75.7K 0.03% 96
2019
Q2 		$144K Buy
2,515
+145
+6% +$8.36K 0.05% 94
2019
Q1 		$140K Buy
2,370
+1,170
+98% +$66.3K 0.04% 69
2018
Q4 		$67K Hold
1,200
– – 0.02% 97
2018
Q3 		$64K Sell
1,200
-166
-12% -$8.79K 0.05% 101
2018
Q2 		$69K Sell
1,366
-158
-10% -$7.65K 0.06% 99
2018
Q1 		$73K Sell
1,524
-134
-8% -$6.73K 0.07% 91
2017
Q4 		$88K Buy
+1,658
New +$81.5K 0.09% 85

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

Crewe Advisors's VZ Position: Q2 2026 in Review

Crewe Advisors increased its Verizon (VZ) stake by 20% in Q2 2026, buying an estimated $31.7K and bringing the position to 4,097 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #251.

Crewe Advisors first reported a position in VZ in Q4 2017 and has held it in 29 quarters since. The position peaked at $370K in Q2 2024. 1,701 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Crewe Advisors held 4,097 shares of Verizon worth $173K as of Q2 2026.
  • Crewe Advisors bought 676 Verizon shares in Q2 2026, an estimated $31.7K.
  • Verizon made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #251 holding.
  • Crewe Advisors first reported a position in Verizon in Q4 2017 and has held it in 29 quarters since.
  • Crewe Advisors's Verizon position peaked at $370K in Q2 2024.
  • 1,701 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.