FGA
VZ icon

Fortis Group Advisors’s Verizon VZ Stock Holding History

Fortis Group 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 		$803K Sell
18,960
-39
-0.2% -$1.83K 0.13% 156
2026
Q1 		$925K Buy
18,999
+1,167
+7% +$54.1K 0.15% 144
2025
Q4 		$777K Sell
17,832
-1,002
-5% -$40.6K 0.13% 176
2025
Q3 		$768K Sell
18,834
-1,013
-5% -$43.9K 0.13% 138
2025
Q2 		$851K Sell
19,847
-6,359
-24% -$275K 0.15% 124
2025
Q1 		$1.19M Buy
26,206
+3,852
+17% +$160K 0.23% 100
2024
Q4 		$894K Sell
22,354
-158
-0.7% -$6.67K 0.17% 104
2024
Q3 		$1.01M Buy
22,512
+419
+2% +$17.5K 0.19% 92
2024
Q2 		$911K Sell
22,093
-4,258
-16% -$172K 0.18% 84
2024
Q1 		$1.11M Sell
26,351
-196
-0.7% -$7.91K 0.2% 87
2023
Q4 		$1.02M Buy
26,547
+4,913
+23% +$174K 0.25% 46
2023
Q3 		$809K Buy
21,634
+1,939
+10% +$65.5K 0.25% 48
2023
Q2 		$732K Buy
19,695
+3,847
+24% +$142K 0.19% 69
2023
Q1 		$615K Buy
+15,848
New +$625K 0.19% 60
2020
Q3 		$2.25M Buy
+37,876
New +$2.2M 0.44% 29

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fortis Group Advisors's VZ Position: Q2 2026 in Review

Fortis Group Advisors reduced its Verizon (VZ) stake by 0.21% in Q2 2026, selling an estimated $1.83K and leaving 18,960 shares worth $803K. The position accounts for 0.13% of the portfolio, ranked #156.

Fortis Group Advisors first reported a position in VZ in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.25M in Q3 2020. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Fortis Group Advisors held 18,960 shares of Verizon worth $803K as of Q2 2026.
  • Fortis Group Advisors sold 39 Verizon shares in Q2 2026, an estimated $1.83K.
  • Verizon made up 0.13% of Fortis Group Advisors's portfolio in Q2 2026, its #156 holding.
  • Fortis Group Advisors first reported a position in Verizon in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Verizon position peaked at $2.25M in Q3 2020.
  • 1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.