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Curio Wealth’s Verizon VZ Stock Holding History

Curio Wealth’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 		– Sell
-726
Closed -$36.4K – 1141
2026
Q1 		$36.4K Buy
726
+30
+4% +$1.39K 0.01% 150
2025
Q4 		$28.1K Buy
696
+159
+30% +$6.45K 0.01% 173
2025
Q3 		$23.6K Buy
537
+378
+238% +$16.4K 0.01% 151
2025
Q2 		$6.88K Buy
159
+158
+15,800% +$6.84K ﹤0.01% 218
2025
Q1 		$6.36K Sell
1
-2,128
-100% -$88.6K ﹤0.01% 258
2024
Q4 		$85.1K Buy
+2,129
New +$89.8K 0.05% 104

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

Curio Wealth's VZ Position: Q2 2026 in Review

Curio Wealth sold out of Verizon (VZ) in Q2 2026, closing a stake of 726 shares — an estimated $36.4K sold.

Curio Wealth first reported a position in VZ in Q4 2024 and held it in 6 quarters. The position peaked at $85.1K in Q4 2024. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Curio Wealth reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 726 Verizon shares in Q2 2026, an estimated $36.4K.
  • Curio Wealth first reported a position in Verizon in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Verizon position peaked at $85.1K in Q4 2024.
  • 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.