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Detalus Advisors’s Verizon VZ Stock Holding History

Detalus 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 		$305K Sell
7,212
-1,391
-16% -$65.3K 0.06% 147
2026
Q1 		$432K Buy
8,603
+11
+0.1% +$510 0.1% 115
2025
Q4 		$350K Sell
8,592
-1,380
-14% -$56K 0.09% 126
2025
Q3 		$438K Buy
9,972
+9
+0.1% +$390 0.11% 110
2025
Q2 		$431K Buy
9,963
+55
+0.6% +$2.38K 0.12% 105
2025
Q1 		$449K Sell
9,908
-1,176
-11% -$49K 0.14% 87
2024
Q4 		$443K Sell
11,084
-3,538
-24% -$149K 0.15% 82
2024
Q3 		$657K Sell
14,622
-10,187
-41% -$425K 0.22% 62
2024
Q2 		$1.02M Buy
24,809
+246
+1% +$9.91K 0.35% 44
2024
Q1 		$1.03M Sell
24,563
-715
-3% -$28.8K 0.37% 43
2023
Q4 		$953K Sell
25,278
-4,091
-14% -$145K 0.38% 43
2023
Q3 		$952K Sell
29,369
-388
-1% -$13.1K 0.45% 41
2023
Q2 		$1.11M Buy
29,757
+821
+3% +$30.4K 0.5% 40
2023
Q1 		$1.13M Buy
28,936
+5,637
+24% +$222K 0.54% 37
2022
Q4 		$918K Sell
23,299
-6,402
-22% -$241K 0.45% 44
2022
Q3 		$1.13M Sell
29,701
-605
-2% -$26.9K 0.68% 29
2022
Q2 		$1.54M Buy
30,306
+3,204
+12% +$162K 0.9% 20
2022
Q1 		$1.38M Buy
27,102
+5,651
+26% +$299K 0.73% 23
2021
Q4 		$1.11M Sell
21,451
-3,431
-14% -$179K 0.54% 29
2021
Q3 		$1.34M Buy
24,882
+3,152
+15% +$174K 0.68% 25
2021
Q2 		$1.22M Buy
21,730
+3,870
+22% +$222K 0.65% 25
2021
Q1 		$1.04M Buy
17,860
+4,366
+32% +$246K 0.61% 26
2020
Q4 		$793K Buy
13,494
+805
+6% +$47.8K 0.5% 32
2020
Q3 		$755K Sell
12,689
-303
-2% -$17.6K 0.55% 28
2020
Q2 		$716K Sell
12,992
-6,390
-33% -$359K 0.55% 27
2020
Q1 		$1.04M Buy
19,382
+6,784
+54% +$388K 0.96% 16
2019
Q4 		$774K Buy
+12,598
New +$760K 0.56% 31

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Detalus Advisors's VZ Position: Q2 2026 in Review

Detalus Advisors reduced its Verizon (VZ) stake by 16% in Q2 2026, selling an estimated $65.3K and leaving 7,212 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #147.

Detalus Advisors first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Detalus Advisors held 7,212 shares of Verizon worth $305K as of Q2 2026.
  • Detalus Advisors sold 1,391 Verizon shares in Q2 2026, an estimated $65.3K.
  • Verizon made up 0.06% of Detalus Advisors's portfolio in Q2 2026, its #147 holding.
  • Detalus Advisors first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Detalus Advisors's Verizon position peaked at $1.54M in Q2 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.