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DHJJ Financial Advisors’s Verizon VZ Stock Holding History

DHJJ 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 		$30.6K Buy
722
+9
+1% +$422 0.01% 483
2026
Q1 		$35.8K Sell
713
-32
-4% -$1.48K 0.01% 455
2025
Q4 		$30.3K Buy
745
+10
+1% +$406 0.01% 460
2025
Q3 		$32.3K Buy
735
+49
+7% +$2.12K 0.01% 425
2025
Q2 		$29.7K Buy
686
+168
+32% +$7.28K 0.01% 419
2025
Q1 		$23.5K Hold
518
– – 0.01% 411
2024
Q4 		$20.7K Buy
518
+388
+298% +$16.4K 0.01% 410
2024
Q3 		$5.84K Sell
130
-103
-44% -$4.3K ﹤0.01% 536
2024
Q2 		$9.61K Sell
233
-117
-33% -$4.71K ﹤0.01% 466
2024
Q1 		$14.7K Buy
350
+10
+3% +$403 0.01% 401
2023
Q4 		$12.8K Sell
340
-46
-12% -$1.63K 0.01% 413
2023
Q3 		$12.5K Buy
+386
New +$13K 0.01% 406

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

DHJJ Financial Advisors increased its Verizon (VZ) stake by 1.3% in Q2 2026, buying an estimated $422 and bringing the position to 722 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #483.

DHJJ Financial Advisors first reported a position in VZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $35.8K in Q1 2026. 1,637 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • DHJJ Financial Advisors held 722 shares of Verizon worth $30.6K as of Q2 2026.
  • DHJJ Financial Advisors bought 9 Verizon shares in Q2 2026, an estimated $422.
  • Verizon made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #483 holding.
  • DHJJ Financial Advisors first reported a position in Verizon in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Verizon position peaked at $35.8K in Q1 2026.
  • 1,637 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.