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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vodafone VOD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7K Buy
1,114
+1,088
+4,185% +$16.5K ﹤0.01% 418
2026
Q1 		$391 Hold
26
– – ﹤0.01% 494
2025
Q4 		$343 Hold
26
– – ﹤0.01% 509
2025
Q3 		$302 Buy
+26
New +$297 ﹤0.01% 524

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VOD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vodafone (VOD) stake by 4,185% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,114 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VOD in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold VOD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,114 shares of Vodafone worth $14.7K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,088 Vodafone shares in Q2 2026, an estimated $16.5K.
  • Vodafone made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #418 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vodafone in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Vodafone as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.