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Encompass Wealth Advisors’s Verizon VZ Stock Holding History

Encompass Wealth 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 		$443K Buy
10,454
+18
+0.2% +$844 0.13% 68
2026
Q1 		$524K Buy
10,436
+283
+3% +$13.1K 0.18% 56
2025
Q4 		$414K Sell
10,153
-2,600
-20% -$105K 0.14% 70
2025
Q3 		$561K Sell
12,753
-11
-0.1% -$476 0.19% 60
2025
Q2 		$552K Buy
12,764
+123
+1% +$5.33K 0.2% 56
2025
Q1 		$573K Buy
12,641
+51
+0.4% +$2.12K 0.23% 55
2024
Q4 		$503K Buy
12,590
+85
+0.7% +$3.59K 0.2% 59
2024
Q3 		$562K Buy
12,505
+250
+2% +$10.4K 0.14% 136
2024
Q2 		$505K Buy
12,255
+2,289
+23% +$92.3K 0.13% 136
2024
Q1 		$418K Sell
9,966
-2,149
-18% -$86.7K 0.11% 159
2023
Q4 		$457K Sell
12,115
-25
-0.2% -$885 0.14% 135
2023
Q3 		$393K Sell
12,140
-655
-5% -$22.1K 0.13% 135
2023
Q2 		$476K Sell
12,795
-93
-0.7% -$3.44K 0.15% 119
2023
Q1 		$501K Buy
12,888
+564
+5% +$22.2K 0.17% 105
2022
Q4 		$486K Buy
12,324
+44
+0.4% +$1.66K 0.18% 106
2022
Q3 		$466K Sell
12,280
-449
-4% -$20K 0.18% 106
2022
Q2 		$646K Sell
12,729
-423
-3% -$21.4K 0.23% 77
2022
Q1 		$670K Sell
13,152
-1
-0% -$53 0.17% 103
2021
Q4 		$683K Buy
13,153
+582
+5% +$30.4K 0.17% 103
2021
Q3 		$678K Hold
12,571
– – 0.18% 102
2021
Q2 		$704K Sell
12,571
-2,000
-14% -$115K 0.17% 104
2021
Q1 		$853K Buy
14,571
+805
+6% +$45.4K 0.22% 90
2020
Q4 		$809K Buy
+13,766
New +$818K 0.47% 47

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Encompass Wealth Advisors's VZ Position: Q2 2026 in Review

Encompass Wealth Advisors increased its Verizon (VZ) stake by 0.17% in Q2 2026, buying an estimated $844 and bringing the position to 10,454 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #68.

Encompass Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $853K in Q1 2021. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Encompass Wealth Advisors held 10,454 shares of Verizon worth $443K as of Q2 2026.
  • Encompass Wealth Advisors bought 18 Verizon shares in Q2 2026, an estimated $844.
  • Verizon made up 0.13% of Encompass Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Encompass Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Verizon position peaked at $853K in Q1 2021.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.