Elevated Capital Advisors’s Verizon VZ Stock Holding History

Elevated Capital Advisors’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	$505K	Sell	11,921 -12,332	-51%	-$579K	0.14%	128
2026 Q1	$1.22M	Sell	24,253 -12,626	-34%	-$585K	0.31%	77
2025 Q4	$1.5M	Buy	36,879 +5,211	+16%	+$211K	0.35%	73
2025 Q3	$1.39M	Sell	31,668 -216	-0.7%	-$9.35K	0.35%	70
2025 Q2	$1.45M	Hold	31,884	–	–	0.41%	57
2025 Q1	$1.45M	Buy	31,884 +1,097	+4%	+$45.7K	0.41%	57
2024 Q4	$1.23M	Buy	30,787 +1,812	+6%	+$76.4K	0.34%	73
2024 Q3	$1.3M	Buy	28,975 +2,841	+11%	+$119K	0.35%	76
2024 Q2	$1.08M	Buy	+26,134	New	+$1.05M	0.3%	82
2023 Q3	–	Sell	-53,385	Closed	-$1.99M	–	185
2023 Q2	$1.99M	Buy	53,385 +3,477	+7%	+$129K	0.66%	46
2023 Q1	$1.94M	Buy	49,908 +1,748	+4%	+$68.9K	0.7%	46
2022 Q4	$1.9M	Buy	48,160 +5,152	+12%	+$194K	0.72%	44
2022 Q3	$1.63M	Buy	+43,008	New	+$1.92M	0.64%	45
2022 Q1	$1.52M	Buy	+29,835	New	+$1.58M	0.5%	57
2021 Q3	$1.26M	Buy	+23,355	New	+$1.29M	0.44%	71
2021 Q1	$1.1M	Buy	18,787 +887	+5%	+$50.1K	0.43%	81
2020 Q4	$1.05M	Sell	17,900 -1,208	-6%	-$71.7K	0.46%	70
2020 Q3	$1.17M	Sell	19,108 -699	-4%	-$40.6K	0.55%	53
2020 Q2	$1.2M	Buy	+19,807	New	+$1.11M	0.56%	56
2019 Q4	$405K	Buy	+6,598	New	+$398K	0.45%	67
2019 Q1	$832K	Buy	+14,622	New	+$828K	0.55%	58

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Elevated Capital Advisors's VZ Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Verizon (VZ) stake by 51% in Q2 2026, selling an estimated $579K and leaving 11,921 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #128.

Elevated Capital Advisors first reported a position in VZ in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.99M in Q2 2023. 1,759 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Elevated Capital Advisors held 11,921 shares of Verizon worth $505K as of Q2 2026.
Elevated Capital Advisors sold 12,332 Verizon shares in Q2 2026, an estimated $579K.
Verizon made up 0.14% of Elevated Capital Advisors's portfolio in Q2 2026, its #128 holding.
Elevated Capital Advisors first reported a position in Verizon in Q1 2019 and has held it in 21 quarters since.
Elevated Capital Advisors's Verizon position peaked at $1.99M in Q2 2023.
1,759 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.