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Everhart Financial Group’s Verizon VZ Stock Holding History

Everhart 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 		$818K Buy
19,319
+18
+0.1% +$844 0.05% 208
2026
Q1 		$969K Buy
19,301
+5,299
+38% +$246K 0.08% 179
2025
Q4 		$570K Sell
14,002
-6,974
-33% -$283K 0.05% 245
2025
Q3 		$922K Buy
20,976
+277
+1% +$12K 0.09% 156
2025
Q2 		$896K Buy
20,699
+4,351
+27% +$188K 0.1% 130
2025
Q1 		$742K Sell
16,348
-2,505
-13% -$104K 0.1% 144
2024
Q4 		$754K Buy
18,853
+3,211
+21% +$135K 0.16% 139
2024
Q3 		$702K Buy
15,642
+6,067
+63% +$253K 0.16% 149
2024
Q2 		$395K Buy
9,575
+2,357
+33% +$95K 0.1% 192
2024
Q1 		$303K Buy
7,218
+1,122
+18% +$45.3K 0.09% 212
2023
Q4 		$230K Sell
6,096
-256
-4% -$9.06K 0.08% 219
2023
Q3 		$206K Buy
6,352
+854
+16% +$28.9K 0.09% 204
2023
Q2 		$204K Sell
5,498
-7,281
-57% -$269K 0.08% 208
2023
Q1 		$497K Buy
12,779
+1,392
+12% +$54.9K 0.22% 88
2022
Q4 		$449K Buy
11,387
+3,796
+50% +$143K 0.23% 90
2022
Q3 		$288K Sell
7,591
-2,611
-26% -$116K 0.16% 132
2022
Q2 		$517K Buy
10,202
+1,362
+15% +$68.9K 0.31% 72
2022
Q1 		$450K Buy
+8,840
New +$468K 0.26% 82
2021
Q4 		– Sell
-6,553
Closed -$354K – 112
2021
Q3 		$354K Buy
6,553
+268
+4% +$14.8K 0.24% 73
2021
Q2 		$352K Buy
6,285
+2,825
+82% +$162K 0.24% 67
2021
Q1 		$201K Sell
3,460
-257
-7% -$14.5K 0.18% 80
2020
Q4 		$219K Buy
+3,717
New +$221K 0.2% 76

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Everhart Financial Group increased its Verizon (VZ) stake by 0.09% in Q2 2026, buying an estimated $844 and bringing the position to 19,319 shares worth $818K. The position accounts for 0.05% of the portfolio, ranked #208.

Everhart Financial Group first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $969K in Q1 2026. 741 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Everhart Financial Group held 19,319 shares of Verizon worth $818K as of Q2 2026.
  • Everhart Financial Group bought 18 Verizon shares in Q2 2026, an estimated $844.
  • Verizon made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #208 holding.
  • Everhart Financial Group first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Everhart Financial Group's Verizon position peaked at $969K in Q1 2026.
  • 741 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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