Financial Perspectives’s Verizon VZ Stock Holding History

Financial Perspectives’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	$171K	Sell	4,037 -63	-2%	-$2.96K	0.04%	188
2026 Q1	$206K	Buy	4,100 +307	+8%	+$14.2K	0.06%	155
2025 Q4	$154K	Sell	3,793 -142	-4%	-$5.76K	0.04%	182
2025 Q3	$173K	Buy	3,935 +103	+3%	+$4.46K	0.05%	174
2025 Q2	$166K	Sell	3,832 -139	-4%	-$6.02K	0.05%	166
2025 Q1	$180K	Buy	3,971 +9	+0.2%	+$375	0.06%	151
2024 Q4	$158K	Buy	3,962 +337	+9%	+$14.2K	0.05%	162
2024 Q3	$163K	Sell	3,625 -883	-20%	-$36.9K	0.06%	155
2024 Q2	$186K	Buy	4,508 +9	+0.2%	+$363	0.07%	141
2024 Q1	$189K	Sell	4,499 -209	-4%	-$8.43K	0.07%	144
2023 Q4	$177K	Buy	4,708 +168	+4%	+$5.94K	0.07%	147
2023 Q3	$147K	Buy	4,540 +40	+0.9%	+$1.35K	0.07%	151
2023 Q2	$167K	Sell	4,500 -47	-1%	-$1.74K	0.07%	140
2023 Q1	$177K	Buy	4,547 +900	+25%	+$35.5K	0.08%	135
2022 Q4	$144K	Sell	3,647 -1,878	-34%	-$70.8K	0.07%	144
2022 Q3	$210K	Buy	5,525 +2,036	+58%	+$90.7K	0.12%	115
2022 Q2	$177K	Buy	3,489 +7	+0.2%	+$354	0.1%	122
2022 Q1	$177K	Buy	3,482 +7	+0.2%	+$371	0.08%	139
2021 Q4	$181K	Buy	3,475 +6	+0.2%	+$313	0.09%	131
2021 Q3	$187K	Buy	3,469 +6	+0.2%	+$332	0.09%	126
2021 Q2	$194K	Sell	3,463 -197,609	-98%	-$11.3M	0.09%	126
2021 Q1	$3.46M	Buy	201,072 +198,496	+7,706%	+$11.2M	0.17%	98
2020 Q4	$151K	Buy	2,576 +13	+0.5%	+$772	0.09%	138
2020 Q3	$152K	Buy	2,563 +13	+0.5%	+$755	0.1%	115
2020 Q2	$141K	Buy	2,550 +12	+0.5%	+$675	0.1%	113
2020 Q1	$136K	Buy	2,538 +12	+0.5%	+$687	0.11%	96
2019 Q4	$155K	Buy	+2,526	New	+$152K	0.11%	96

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

Financial Perspectives's VZ Position: Q2 2026 in Review

Financial Perspectives reduced its Verizon (VZ) stake by 1.5% in Q2 2026, selling an estimated $2.96K and leaving 4,037 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #188.

Financial Perspectives first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.46M in Q1 2021. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Financial Perspectives held 4,037 shares of Verizon worth $171K as of Q2 2026.
Financial Perspectives sold 63 Verizon shares in Q2 2026, an estimated $2.96K.
Verizon made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #188 holding.
Financial Perspectives first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Verizon position peaked at $3.46M in Q1 2021.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.