Fermata Advisors’s Verizon VZ Stock Holding History

Fermata 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	$318K	Sell	7,505 -295	-4%	-$13.8K	0.06%	191
2026 Q1	$392K	Buy	7,800 +2,500	+47%	+$116K	0.09%	160
2025 Q4	$216K	Buy	5,300 +245	+5%	+$9.94K	0.05%	203
2025 Q3	$222K	Buy	+5,055	New	+$219K	0.06%	195
2025 Q2	–	Sell	-4,485	Closed	-$203K	–	295
2025 Q1	$203K	Buy	+4,485	New	+$187K	0.04%	270
2024 Q4	–	Sell	-5,626	Closed	-$253K	–	288
2024 Q3	$253K	Buy	5,626 +243	+5%	+$10.1K	0.05%	203
2024 Q2	$222K	Buy	5,383 +254	+5%	+$10.2K	0.05%	202
2024 Q1	$215K	Buy	+5,129	New	+$207K	0.05%	190
2023 Q1	–	Sell	-5,675	Closed	-$224K	–	138
2022 Q4	$224K	Sell	5,675 -207	-4%	-$7.8K	0.07%	124
2022 Q3	$223K	Sell	5,882 -10,085	-63%	-$449K	0.07%	123
2022 Q2	$810K	Buy	15,967 +6,116	+62%	+$309K	0.28%	81
2022 Q1	$502K	Sell	9,851 -1,205	-11%	-$63.8K	0.19%	93
2021 Q4	$575K	Sell	11,056 -1,266	-10%	-$66.1K	0.21%	86
2021 Q3	$665K	Buy	12,322 +311	+3%	+$17.2K	0.29%	63
2021 Q2	$673K	Buy	+12,011	New	+$689K	0.39%	55

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fermata Advisors's VZ Position: Q2 2026 in Review

Fermata Advisors reduced its Verizon (VZ) stake by 3.8% in Q2 2026, selling an estimated $13.8K and leaving 7,505 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #191.

Fermata Advisors first reported a position in VZ in Q2 2021 and has held it in 15 quarters since. The position peaked at $810K in Q2 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Fermata Advisors held 7,505 shares of Verizon worth $318K as of Q2 2026.
Fermata Advisors sold 295 Verizon shares in Q2 2026, an estimated $13.8K.
Verizon made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #191 holding.
Fermata Advisors first reported a position in Verizon in Q2 2021 and has held it in 15 quarters since.
Fermata Advisors's Verizon position peaked at $810K in Q2 2022.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.