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Dogwood Wealth Management’s Verizon VZ Stock Holding History

Dogwood Wealth Management’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 		$22K Sell
520
-93
-15% -$4.36K 0.01% 235
2026
Q1 		$30.8K Buy
613
+291
+90% +$13.5K 0.01% 185
2025
Q4 		$13.1K Sell
322
-400
-55% -$16.2K 0.01% 256
2025
Q3 		$31.7K Buy
722
+180
+33% +$7.79K 0.01% 150
2025
Q2 		$23.3K Buy
542
+209
+63% +$9.05K 0.01% 161
2025
Q1 		$15.1K Sell
333
-61
-15% -$2.54K 0.01% 174
2024
Q4 		$15.8K Buy
394
+393
+39,300% +$16.6K 0.01% 165
2024
Q3 		$25 Hold
1
– – ﹤0.01% 202
2024
Q2 		$22 Hold
1
– – ﹤0.01% 251
2024
Q1 		$21 Hold
1
– – ﹤0.01% 248
2023
Q4 		$29 Buy
+1
New +$35 ﹤0.01% 223

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

Dogwood Wealth Management's VZ Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Verizon (VZ) stake by 15% in Q2 2026, selling an estimated $4.36K and leaving 520 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #235.

Dogwood Wealth Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.7K in Q3 2025. 1,637 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Dogwood Wealth Management held 520 shares of Verizon worth $22K as of Q2 2026.
  • Dogwood Wealth Management sold 93 Verizon shares in Q2 2026, an estimated $4.36K.
  • Verizon made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Dogwood Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Verizon position peaked at $31.7K in Q3 2025.
  • 1,637 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.