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EverSource Wealth Advisors’s Verizon VZ Stock Holding History

EverSource Wealth 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 		$1.03M Sell
24,327
-4,859
-17% -$228K 0.03% 347
2026
Q1 		$1.47M Buy
29,186
+2,502
+9% +$116K 0.04% 290
2025
Q4 		$1.09M Buy
26,684
+1,498
+6% +$60.8K 0.04% 318
2025
Q3 		$1.11M Buy
25,186
+821
+3% +$35.5K 0.04% 289
2025
Q2 		$1.05M Buy
24,365
+1,669
+7% +$72.3K 0.05% 265
2025
Q1 		$1.03M Buy
22,696
+973
+4% +$40.5K 0.06% 240
2024
Q4 		$869K Buy
21,723
+5,391
+33% +$227K 0.05% 263
2024
Q3 		$734K Buy
16,332
+255
+2% +$10.6K 0.05% 269
2024
Q2 		$651K Buy
16,077
+2,517
+19% +$101K 0.04% 276
2024
Q1 		$536K Buy
13,560
+5,634
+71% +$227K 0.04% 255
2023
Q4 		$299K Buy
7,926
+2,760
+53% +$97.7K 0.03% 340
2023
Q3 		$167K Sell
5,166
-1,329
-20% -$44.9K 0.02% 436
2023
Q2 		$242K Sell
6,495
-2,304
-26% -$85.3K 0.03% 358
2023
Q1 		$342K Sell
8,799
-233
-3% -$9.19K 0.04% 278
2022
Q4 		$356K Buy
9,032
+2,432
+37% +$91.6K 0.05% 249
2022
Q3 		$250K Sell
6,600
-1,171
-15% -$52.2K 0.06% 266
2022
Q2 		$394K Buy
7,771
+981
+14% +$49.6K 0.1% 179
2022
Q1 		$345K Buy
6,790
+745
+12% +$39.5K 0.09% 193
2021
Q4 		$314K Buy
+6,045
New +$315K 0.09% 167

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EverSource Wealth Advisors's VZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Verizon (VZ) stake by 17% in Q2 2026, selling an estimated $228K and leaving 24,327 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #347.

EverSource Wealth Advisors first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q1 2026. 1,658 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • EverSource Wealth Advisors held 24,327 shares of Verizon worth $1.03M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,859 Verizon shares in Q2 2026, an estimated $228K.
  • Verizon made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #347 holding.
  • EverSource Wealth Advisors first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Verizon position peaked at $1.47M in Q1 2026.
  • 1,658 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.