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Dynamic Wealth Strategies’s Verizon VZ Stock Holding History

Dynamic Wealth Strategies’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 		$11.1K Sell
263
-2
-0.8% -$94 0.01% 232
2026
Q1 		$13.3K Hold
265
– – 0.01% 215
2025
Q4 		$10.8K Sell
265
-380
-59% -$15.4K 0.01% 207
2025
Q3 		$28.3K Hold
645
– – 0.02% 153
2025
Q2 		$27.9K Hold
645
– – 0.02% 150
2025
Q1 		$29.3K Buy
+645
New +$26.9K 0.02% 162
2024
Q4 		– Sell
-4,004
Closed -$180K – 219
2024
Q3 		$180K Sell
4,004
-21
-0.5% -$876 0.15% 74
2024
Q2 		$166K Buy
4,025
+35
+0.9% +$1.41K 0.14% 75
2024
Q1 		$167K Buy
3,990
+560
+16% +$22.6K 0.14% 73
2023
Q4 		$129K Buy
+3,430
New +$121K 0.12% 81

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

Dynamic Wealth Strategies's VZ Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Verizon (VZ) stake by 0.75% in Q2 2026, selling an estimated $94 and leaving 263 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #232.

Dynamic Wealth Strategies first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $180K in Q3 2024. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Dynamic Wealth Strategies held 263 shares of Verizon worth $11.1K as of Q2 2026.
  • Dynamic Wealth Strategies sold 2 Verizon shares in Q2 2026, an estimated $94.
  • Verizon made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #232 holding.
  • Dynamic Wealth Strategies first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Verizon position peaked at $180K in Q3 2024.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.