Evergreen Advisors’s Verizon VZ Stock Holding History

Evergreen 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	–	Sell	-381	Closed	-$19.1K	–	161
2026 Q1	$19.1K	Buy	+381	New	+$17.7K	﹤0.01%	99

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Advisors's VZ Position: Q2 2026 in Review

Evergreen Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 381 shares — an estimated $19.1K sold.

Evergreen Advisors first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 3,128 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Evergreen Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 381 Verizon shares in Q2 2026, an estimated $19.1K.
Evergreen Advisors first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Verizon position peaked at $19.1K in Q1 2026.
3,128 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.