Ehrlich Financial Group’s Verizon VZ Stock Holding History

Ehrlich Financial Group’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	$219K	Buy	5,170 +23	+0.4%	+$1.08K	0.11%	112
2026 Q1	$258K	Buy	5,147 +106	+2%	+$4.91K	0.15%	100
2025 Q4	$205K	Sell	5,041 -311	-6%	-$12.6K	0.12%	107
2025 Q3	$235K	Buy	5,352 +2	+0%	+$87	0.14%	103
2025 Q2	$231K	Hold	5,350	–	–	0.15%	96
2025 Q1	$243K	Buy	+5,350	New	+$223K	0.18%	90
2024 Q4	–	Sell	-4,978	Closed	-$224K	–	123
2024 Q3	$224K	Buy	+4,978	New	+$208K	0.16%	96

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ehrlich Financial Group's VZ Position: Q2 2026 in Review

Ehrlich Financial Group increased its Verizon (VZ) stake by 0.45% in Q2 2026, buying an estimated $1.08K and bringing the position to 5,170 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #112.

Ehrlich Financial Group first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $258K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Ehrlich Financial Group held 5,170 shares of Verizon worth $219K as of Q2 2026.
Ehrlich Financial Group bought 23 Verizon shares in Q2 2026, an estimated $1.08K.
Verizon made up 0.11% of Ehrlich Financial Group's portfolio in Q2 2026, its #112 holding.
Ehrlich Financial Group first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
Ehrlich Financial Group's Verizon position peaked at $258K in Q1 2026.
1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.