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Dynamic Advisor Solutions’s Verizon VZ Stock Holding History

Dynamic Advisor Solutions’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 		$3.76M Buy
88,765
+3,026
+4% +$142K 0.11% 205
2026
Q1 		$4.3M Sell
85,739
-5,754
-6% -$267K 0.14% 173
2025
Q4 		$3.73M Sell
91,493
-28,555
-24% -$1.16M 0.12% 188
2025
Q3 		$5.28M Buy
120,048
+3,012
+3% +$130K 0.15% 157
2025
Q2 		$5.06M Sell
117,036
-3,859
-3% -$167K 0.16% 158
2025
Q1 		$5.48M Buy
+120,895
New +$5.03M 0.18% 133
2024
Q4 		– Sell
-117,445
Closed -$5.27M – 917
2024
Q3 		$5.27M Sell
117,445
-918
-0.8% -$38.3K 0.16% 161
2024
Q2 		$4.88M Sell
118,363
-8,403
-7% -$339K 0.15% 166
2024
Q1 		$5.32M Sell
126,766
-866
-0.7% -$34.9K 0.18% 154
2023
Q4 		$5.13M Buy
127,632
+1,616
+1% +$57.2K 0.19% 153
2023
Q3 		$4.08M Sell
126,016
-11,721
-9% -$396K 0.19% 150
2023
Q2 		$5.12M Buy
137,737
+2,523
+2% +$93.4K 0.27% 112
2023
Q1 		$5.26M Buy
135,214
+22,934
+20% +$904K 0.31% 85
2022
Q4 		$4.42M Sell
112,280
-15,028
-12% -$566K 0.3% 86
2022
Q3 		$4.83M Buy
127,308
+9,424
+8% +$420K 0.37% 59
2022
Q2 		$5.98M Buy
117,884
+10,244
+10% +$518K 0.46% 47
2022
Q1 		$5.48M Buy
107,640
+10,425
+11% +$552K 0.38% 57
2021
Q4 		$5.05M Sell
97,215
-8,862
-8% -$462K 0.36% 63
2021
Q3 		$5.73M Buy
106,077
+2,479
+2% +$137K 0.43% 50
2021
Q2 		$5.8M Buy
103,598
+280
+0.3% +$16.1K 0.46% 46
2021
Q1 		$6.01M Buy
103,318
+7,075
+7% +$399K 0.56% 37
2020
Q4 		$5.65M Buy
96,243
+6,002
+7% +$356K 0.53% 40
2020
Q3 		$5.37M Buy
90,241
+2,375
+3% +$138K 0.61% 27
2020
Q2 		$4.84M Buy
87,866
+7,336
+9% +$413K 0.65% 25
2020
Q1 		$4.33M Sell
80,530
-4,113
-5% -$235K 0.79% 19
2019
Q4 		$5.2M Buy
84,643
+987
+1% +$59.5K 0.71% 28
2019
Q3 		$5.05M Sell
83,656
-1,135
-1% -$65.4K 0.78% 25
2019
Q2 		$4.84M Buy
84,791
+8,768
+12% +$505K 0.78% 24
2019
Q1 		$4.5M Sell
76,023
-31,136
-29% -$1.76M 0.85% 22
2018
Q4 		$6.04M Sell
107,159
-3,873
-3% -$220K 1.28% 9
2018
Q3 		$5.93M Sell
111,032
-2,574
-2% -$136K 1.23% 9
2018
Q2 		$5.71M Sell
113,606
-1,114
-1% -$53.9K 1.3% 5
2018
Q1 		$5.49M Buy
114,720
+34,804
+44% +$1.75M 1.41% 6
2017
Q4 		$4.23M Sell
79,916
-36,319
-31% -$1.79M 1.39% 9
2017
Q3 		$5.75M Sell
116,235
-6,403
-5% -$301K 2.27% 1
2017
Q2 		$5.48M Buy
122,638
+3,348
+3% +$156K 2.12% 3
2017
Q1 		$5.82M Buy
119,290
+466
+0.4% +$23.4K 2.27% 4
2016
Q4 		$6.34M Sell
118,824
-6,722
-5% -$336K 2.53% 2
2016
Q3 		$6.53M Buy
125,546
+12,156
+11% +$652K 2.47% 2
2016
Q2 		$6.33M Buy
113,390
+6,657
+6% +$345K 2.57% 2
2016
Q1 		$5.77M Sell
106,733
-8,197
-7% -$410K 2.45% 2
2015
Q4 		$5.31M Sell
114,930
-2,981
-3% -$135K 2.2% 4
2015
Q3 		$5.13M Buy
117,911
+27,880
+31% +$1.29M 2.59% 2
2015
Q2 		$4.2M Buy
90,031
+175
+0.2% +$8.57K 2.45% 5
2015
Q1 		$4.37M Buy
89,856
+18,438
+26% +$890K 2.19% 3
2014
Q4 		$3.34M Sell
71,418
-4,150
-5% -$203K 1.79% 11
2014
Q3 		$3.76M Buy
75,568
+1,444
+2% +$71.8K 2.04% 5
2014
Q2 		$3.63M Buy
74,124
+56,463
+320% +$2.74M 2.18% 3
2014
Q1 		$840K Sell
17,661
-2,638
-13% -$125K 0.57% 54
2013
Q4 		$998K Buy
+20,299
New +$998K 0.74% 37

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Dynamic Advisor Solutions's VZ Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Verizon (VZ) stake by 3.5% in Q2 2026, buying an estimated $142K and bringing the position to 88,765 shares worth $3.76M. The position accounts for 0.11% of the portfolio, ranked #205.

Dynamic Advisor Solutions first reported a position in VZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.53M in Q3 2016. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Dynamic Advisor Solutions held 88,765 shares of Verizon worth $3.76M as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,026 Verizon shares in Q2 2026, an estimated $142K.
  • Verizon made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #205 holding.
  • Dynamic Advisor Solutions first reported a position in Verizon in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's Verizon position peaked at $6.53M in Q3 2016.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.