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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 		$389K Buy
+9,198
New +$431K 0.05% 139
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

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 $3.37T AUM 44.26% 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

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

Curated Wealth Partners opened a new position in Verizon (VZ) in Q2 2026: 9,198 shares worth $389K. The stake represents 0.05% of the portfolio and ranks #139 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. 3,147 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Curated Wealth Partners held 9,198 shares of Verizon worth $389K as of Q2 2026.
  • Verizon was a new Curated Wealth Partners position in Q2 2026.
  • Verizon made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Curated Wealth Partners first reported a position in Verizon in Q1 2021 and has held it in 10 quarters since.
  • 3,147 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.