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Evergreen Wealth Solutions’s Verizon VZ Stock Holding History

Evergreen Wealth Solutions’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 		$2.31M Buy
47,878
+2,585
+6% +$121K 0.12% 128
2026
Q1 		$2.27M Buy
45,293
+14,602
+48% +$677K 0.16% 106
2025
Q4 		$1.25M Buy
30,691
+344
+1% +$14K 0.17% 65
2025
Q3 		$1.33M Sell
30,347
-878
-3% -$38K 0.75% 26
2025
Q2 		$1.35M Sell
31,225
-2,275
-7% -$98.5K 0.81% 27
2025
Q1 		$1.52M Sell
33,500
-7,061
-17% -$294K 1.02% 18
2024
Q4 		$1.62M Buy
40,561
+362
+0.9% +$15.3K 1.13% 15
2024
Q3 		$1.81M Sell
40,199
-4,960
-11% -$207K 1.23% 12
2024
Q2 		$1.86M Sell
45,159
-7,858
-15% -$317K 1.32% 12
2024
Q1 		$2.22M Sell
53,017
-4,001
-7% -$161K 1.65% 8
2023
Q4 		$2.15M Buy
57,018
+1,116
+2% +$39.5K 1.84% 8
2023
Q3 		$1.81M Buy
55,902
+18,165
+48% +$614K 1.83% 8
2023
Q2 		$1.4M Sell
37,737
-568
-1% -$21K 1.42% 18
2023
Q1 		$1.49M Buy
38,305
+2,505
+7% +$98.8K 1.72% 13
2022
Q4 		$1.41M Buy
35,800
+5,215
+17% +$196K 1.86% 16
2022
Q3 		$1.16M Buy
30,585
+1,300
+4% +$57.9K 1.65% 20
2022
Q2 		$1.49M Sell
29,285
-443
-1% -$22.4K 1.82% 10
2022
Q1 		$1.51M Buy
29,728
+2,884
+11% +$153K 1.47% 16
2021
Q4 		$1.4M Buy
+26,844
New +$1.4M 1.26% 20

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

Evergreen Wealth Solutions's VZ Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Verizon (VZ) stake by 5.7% in Q2 2026, buying an estimated $121K and bringing the position to 47,878 shares worth $2.31M. The position accounts for 0.12% of the portfolio, ranked #128.

Evergreen Wealth Solutions first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. 3,146 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Evergreen Wealth Solutions held 47,878 shares of Verizon worth $2.31M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,585 Verizon shares in Q2 2026, an estimated $121K.
  • Verizon made up 0.12% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #128 holding.
  • Evergreen Wealth Solutions first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.