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Everpar Advisors’s Verizon VZ Stock Holding History

Everpar 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 		$650K Sell
15,355
-134
-0.9% -$6.29K 0.18% 116
2026
Q1 		$778K Buy
15,489
+2,108
+16% +$97.7K 0.27% 79
2025
Q4 		$545K Sell
13,381
-4,590
-26% -$186K 0.2% 111
2025
Q3 		$790K Sell
17,971
-1,494
-8% -$64.7K 0.31% 69
2025
Q2 		$842K Sell
19,465
-597
-3% -$25.9K 0.38% 50
2025
Q1 		$910K Buy
20,062
+3,793
+23% +$158K 0.48% 41
2024
Q4 		$651K Sell
16,269
-4,765
-23% -$201K 0.33% 74
2024
Q3 		$945K Buy
21,034
+5,748
+38% +$240K 0.49% 42
2024
Q2 		$630K Buy
15,286
+2,462
+19% +$99.2K 0.32% 83
2024
Q1 		$538K Sell
12,824
-14,036
-52% -$566K 0.33% 89
2023
Q4 		$1.01M Buy
+26,860
New +$950K 0.47% 50

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Everpar Advisors's VZ Position: Q2 2026 in Review

Everpar Advisors reduced its Verizon (VZ) stake by 0.87% in Q2 2026, selling an estimated $6.29K and leaving 15,355 shares worth $650K. The position accounts for 0.18% of the portfolio, ranked #116.

Everpar Advisors first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2023. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Everpar Advisors held 15,355 shares of Verizon worth $650K as of Q2 2026.
  • Everpar Advisors sold 134 Verizon shares in Q2 2026, an estimated $6.29K.
  • Verizon made up 0.18% of Everpar Advisors's portfolio in Q2 2026, its #116 holding.
  • Everpar Advisors first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Verizon position peaked at $1.01M in Q4 2023.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.