Curated Wealth Partners’s Verizon VZ Stock Holding History

Curated 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	$4.51M	Buy	+36,757	New	+$1.72M	0.58%	26
2023 Q3	–	Sell	-5,588	Closed	-$208K	–	146
2023 Q2	$208K	Sell	5,588 -644	-10%	-$23.8K	0.04%	129
2023 Q1	$242K	Buy	6,232 +450	+8%	+$17.7K	0.05%	111
2022 Q4	$228K	Buy	+5,782	New	+$218K	0.06%	115
2022 Q3	–	Sell	-4,842	Closed	-$245K	–	135
2022 Q2	$245K	Sell	4,842 -1,358	-22%	-$68.7K	0.07%	112
2022 Q1	$321K	Hold	6,200	–	–	0.11%	104
2021 Q4	$321K	Buy	6,200 +154	+3%	+$8.04K	0.1%	107
2021 Q3	$327K	Buy	6,046 +115	+2%	+$6.36K	0.18%	105
2021 Q2	$332K	Buy	5,931 +311	+6%	+$17.8K	0.18%	106
2021 Q1	$327K	Buy	+5,620	New	+$317K	0.2%	100

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Verizon (VZ) in Q2 2026: 36,757 shares worth $4.51M. The stake represents 0.58% of the portfolio and ranks #26 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in VZ as recently as Q2 2023.

Curated Wealth Partners first reported a position in VZ in Q1 2021 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Curated Wealth Partners held 36,757 shares of Verizon worth $4.51M as of Q2 2026.
Verizon was a new Curated Wealth Partners position in Q2 2026.
Verizon made up 0.58% of Curated Wealth Partners's portfolio in Q2 2026, its #26 holding.
Curated Wealth Partners first reported a position in Verizon in Q1 2021 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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