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CWS Financial Advisors’s Verizon VZ Stock Holding History

CWS Financial 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 		$643K Buy
15,187
+158
+1% +$7.41K 0.14% 88
2026
Q1 		$754K Buy
15,029
+138
+0.9% +$6.4K 0.19% 70
2025
Q4 		$607K Buy
14,891
+246
+2% +$9.98K 0.16% 81
2025
Q3 		$644K Sell
14,645
-656
-4% -$28.4K 0.18% 67
2025
Q2 		$662K Sell
15,301
-222
-1% -$9.61K 0.19% 64
2025
Q1 		$704K Buy
15,523
+907
+6% +$37.8K 0.22% 55
2024
Q4 		$584K Buy
14,616
+524
+4% +$22.1K 0.19% 56
2024
Q3 		$633K Sell
14,092
-315
-2% -$13.1K 0.22% 50
2024
Q2 		$594K Sell
14,407
-661
-4% -$26.6K 0.23% 45
2024
Q1 		$632K Sell
15,068
-2,509
-14% -$101K 0.26% 42
2023
Q4 		$663K Buy
17,577
+188
+1% +$6.65K 0.25% 57
2023
Q3 		$564K Sell
17,389
-244
-1% -$8.24K 0.23% 68
2023
Q2 		$656K Buy
17,633
+440
+3% +$16.3K 0.25% 63
2023
Q1 		$669K Buy
17,193
+277
+2% +$10.9K 0.27% 63
2022
Q4 		$984K Sell
16,916
-1,013
-6% -$38.2K 0.42% 34
2022
Q3 		$681K Buy
17,929
+80
+0.4% +$3.56K 0.33% 55
2022
Q2 		$906K Buy
17,849
+212
+1% +$10.7K 0.41% 36
2022
Q1 		$898K Buy
17,637
+107
+0.6% +$5.67K 0.34% 49
2021
Q4 		$911K Buy
+17,530
New +$915K 0.32% 54
2021
Q2 		$954K Buy
17,028
+112
+0.7% +$6.43K 0.38% 42
2021
Q1 		$984K Buy
16,916
+390
+2% +$22K 0.42% 34
2020
Q4 		$971K Sell
16,526
-552
-3% -$32.8K 0.56% 28
2020
Q3 		$1.02M Sell
17,078
-258
-1% -$15K 0.68% 22
2020
Q2 		$956K Sell
17,336
-374
-2% -$21K 0.69% 20
2020
Q1 		$1.09M Sell
17,710
-214
-1% -$12.2K 0.8% 15
2019
Q4 		$1.1M Buy
+17,924
New +$1.08M 0.8% 16

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

CWS Financial Advisors's VZ Position: Q2 2026 in Review

CWS Financial Advisors increased its Verizon (VZ) stake by 1.1% in Q2 2026, buying an estimated $7.41K and bringing the position to 15,187 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #88.

CWS Financial Advisors first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q4 2019. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • CWS Financial Advisors held 15,187 shares of Verizon worth $643K as of Q2 2026.
  • CWS Financial Advisors bought 158 Verizon shares in Q2 2026, an estimated $7.41K.
  • Verizon made up 0.14% of CWS Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • CWS Financial Advisors first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Verizon position peaked at $1.1M in Q4 2019.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.