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Evolution Wealth Management’s Verizon VZ Stock Holding History

Evolution Wealth Management’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 		$100K Buy
2,372
+455
+24% +$21.3K 0.06% 206
2026
Q1 		$96.2K Buy
1,917
+37
+2% +$1.72K 0.07% 181
2025
Q4 		$76.6K Sell
1,880
-12,062
-87% -$489K 0.06% 194
2025
Q3 		$613K Sell
13,942
-394
-3% -$17.1K 0.63% 37
2025
Q2 		$620K Buy
+14,336
New +$621K 0.76% 26

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

Evolution Wealth Management's VZ Position: Q2 2026 in Review

Evolution Wealth Management increased its Verizon (VZ) stake by 24% in Q2 2026, buying an estimated $21.3K and bringing the position to 2,372 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #206.

Evolution Wealth Management first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $620K in Q2 2025. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Evolution Wealth Management held 2,372 shares of Verizon worth $100K as of Q2 2026.
  • Evolution Wealth Management bought 455 Verizon shares in Q2 2026, an estimated $21.3K.
  • Verizon made up 0.06% of Evolution Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Evolution Wealth Management first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Verizon position peaked at $620K in Q2 2025.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.