EWS
VZ icon

Eagle Wealth Strategies’s Verizon VZ Stock Holding History

Eagle 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 		$426K Sell
10,060
-1,515
-13% -$71.1K 0.16% 65
2026
Q1 		$581K Buy
11,575
+489
+4% +$22.7K 0.25% 41
2025
Q4 		$452K Sell
11,086
-2,191
-17% -$88.9K 0.21% 54
2025
Q3 		$584K Buy
13,277
+260
+2% +$11.3K 0.29% 39
2025
Q2 		$563K Sell
13,017
-1,549
-11% -$67.1K 0.32% 38
2025
Q1 		$661K Sell
14,566
-1,871
-11% -$77.9K 0.41% 24
2024
Q4 		$657K Sell
16,437
-1,246
-7% -$52.6K 0.48% 25
2024
Q3 		$794K Sell
17,683
-256
-1% -$10.7K 0.58% 21
2024
Q2 		$740K Buy
17,939
+5
+0% +$202 0.6% 20
2024
Q1 		$758K Sell
17,934
-285
-2% -$11.5K 0.62% 18
2023
Q4 		$687K Buy
+18,219
New +$645K 0.41% 26

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

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

Eagle Wealth Strategies reduced its Verizon (VZ) stake by 13% in Q2 2026, selling an estimated $71.1K and leaving 10,060 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #65.

Eagle Wealth Strategies first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $794K in Q3 2024. 1,723 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Eagle Wealth Strategies held 10,060 shares of Verizon worth $426K as of Q2 2026.
  • Eagle Wealth Strategies sold 1,515 Verizon shares in Q2 2026, an estimated $71.1K.
  • Verizon made up 0.16% of Eagle Wealth Strategies's portfolio in Q2 2026, its #65 holding.
  • Eagle Wealth Strategies first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Eagle Wealth Strategies's Verizon position peaked at $794K in Q3 2024.
  • 1,723 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.