FI
VZ icon

Finivi Inc’s Verizon VZ Stock Holding History

Finivi Inc’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 		$288K Sell
6,812
-269
-4% -$12.6K 0.15% 97
2026
Q1 		$355K Buy
7,081
+83
+1% +$3.85K 0.19% 82
2025
Q4 		$285K Sell
6,998
-2,618
-27% -$106K 0.16% 87
2025
Q3 		$423K Buy
9,616
+78
+0.8% +$3.38K 0.27% 73
2025
Q2 		$413K Sell
9,538
-95
-1% -$4.11K 0.28% 69
2025
Q1 		$437K Buy
9,633
+954
+11% +$39.7K 0.35% 62
2024
Q4 		$347K Buy
8,679
+190
+2% +$8.02K 0.28% 69
2024
Q3 		$381K Sell
8,489
-3
-0% -$125 0.31% 64
2024
Q2 		$350K Buy
8,492
+356
+4% +$14.3K 0.29% 68
2024
Q1 		$341K Buy
8,136
+483
+6% +$19.5K 0.31% 65
2023
Q4 		$289K Buy
+7,653
New +$271K 0.28% 72
2021
Q4 		$267K Buy
+5,134
New +$268K 0.28% 65

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

Finivi Inc's VZ Position: Q2 2026 in Review

Finivi Inc reduced its Verizon (VZ) stake by 3.8% in Q2 2026, selling an estimated $12.6K and leaving 6,812 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #97.

Finivi Inc first reported a position in VZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $437K in Q1 2025. 3,088 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Finivi Inc held 6,812 shares of Verizon worth $288K as of Q2 2026.
  • Finivi Inc sold 269 Verizon shares in Q2 2026, an estimated $12.6K.
  • Verizon made up 0.15% of Finivi Inc's portfolio in Q2 2026, its #97 holding.
  • Finivi Inc first reported a position in Verizon in Q4 2021 and has held it in 12 quarters since.
  • Finivi Inc's Verizon position peaked at $437K in Q1 2025.
  • 3,088 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.