Evernest Financial Advisors’s Verizon VZ Stock Holding History

Evernest Financial 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	$411K	Buy	9,715 +1,631	+20%	+$76.5K	0.09%	130
2026 Q1	$381K	Buy	8,084 +2,199	+37%	+$102K	0.08%	131
2025 Q4	$277K	Sell	5,885 -2,544	-30%	-$103K	0.06%	147
2025 Q3	$370K	Sell	8,429 -192	-2%	-$8.31K	0.1%	135
2025 Q2	$373K	Buy	8,621 +519	+6%	+$22.5K	0.12%	123
2025 Q1	$367K	Buy	8,102 +667	+9%	+$27.8K	0.13%	116
2024 Q4	$297K	Buy	7,435 +190	+3%	+$8.02K	0.08%	134
2024 Q3	$325K	Sell	7,245 -467	-6%	-$19.5K	0.09%	123
2024 Q2	$318K	Sell	7,712 -63	-0.8%	-$2.54K	0.14%	100
2024 Q1	$315K	Sell	7,775 -16	-0.2%	-$645	0.15%	102
2023 Q4	$294K	Buy	+7,791	New	+$276K	0.15%	109
2021 Q4	$305K	Buy	+7,685	New	+$401K	0.16%	102

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

Evernest Financial Advisors's VZ Position: Q2 2026 in Review

Evernest Financial Advisors increased its Verizon (VZ) stake by 20% in Q2 2026, buying an estimated $76.5K and bringing the position to 9,715 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #130.

Evernest Financial Advisors first reported a position in VZ in Q4 2021 and has held it in 12 quarters since. 3,157 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Evernest Financial Advisors held 9,715 shares of Verizon worth $411K as of Q2 2026.
Evernest Financial Advisors bought 1,631 Verizon shares in Q2 2026, an estimated $76.5K.
Verizon made up 0.09% of Evernest Financial Advisors's portfolio in Q2 2026, its #130 holding.
Evernest Financial Advisors first reported a position in Verizon in Q4 2021 and has held it in 12 quarters since.
3,157 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.