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Evolve Private Wealth’s Verizon VZ Stock Holding History

Evolve Private Wealth’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 		$3.36M Sell
79,297
-7,751
-9% -$364K 0.21% 92
2026
Q1 		$4.37M Sell
87,048
-482
-0.6% -$22.3K 0.23% 70
2025
Q4 		$3.57M Buy
+87,530
New +$3.55M 0.21% 82

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

Evolve Private Wealth's VZ Position: Q2 2026 in Review

Evolve Private Wealth reduced its Verizon (VZ) stake by 8.9% in Q2 2026, selling an estimated $364K and leaving 79,297 shares worth $3.36M. The position accounts for 0.21% of the portfolio, ranked #92.

Evolve Private Wealth first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.37M in Q1 2026. 3,141 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Evolve Private Wealth held 79,297 shares of Verizon worth $3.36M as of Q2 2026.
  • Evolve Private Wealth sold 7,751 Verizon shares in Q2 2026, an estimated $364K.
  • Verizon made up 0.21% of Evolve Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Evolve Private Wealth first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Verizon position peaked at $4.37M in Q1 2026.
  • 3,141 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.