Forza Wealth Management’s Verizon VZ Stock Holding History

Forza Wealth Management’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	$2M	Buy	47,238 +1,109	+2%	+$52K	0.61%	44
2026 Q1	$2.32M	Buy	46,129 +3,508	+8%	+$163K	0.81%	40
2025 Q4	$1.74M	Buy	42,621 +3,051	+8%	+$124K	0.63%	43
2025 Q3	$1.74M	Buy	39,570 +1,061	+3%	+$45.9K	0.67%	43
2025 Q2	$1.67M	Buy	38,509 +2,820	+8%	+$122K	0.68%	41
2025 Q1	$1.62M	Sell	35,689 -515	-1%	-$21.4K	0.73%	38
2024 Q4	$1.45M	Buy	36,204 +2,119	+6%	+$89.4K	0.66%	41
2024 Q3	$1.53M	Buy	34,085 +3,175	+10%	+$133K	0.7%	41
2024 Q2	$1.27M	Buy	30,910 +1,700	+6%	+$68.5K	0.66%	43
2024 Q1	$1.23M	Buy	29,210 +150	+0.5%	+$6.05K	0.64%	46
2023 Q4	$1.1M	Sell	29,060 -3,970	-12%	-$140K	0.6%	51
2023 Q3	$1.07M	Sell	33,030 -327	-1%	-$11K	0.55%	56
2023 Q2	$1.24M	Buy	33,357 +920	+3%	+$34.1K	0.62%	50
2023 Q1	$1.26M	Buy	32,437 +1,325	+4%	+$52.3K	0.65%	47
2022 Q4	$1.23M	Buy	+31,112	New	+$1.17M	0.81%	40

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

Forza Wealth Management's VZ Position: Q2 2026 in Review

Forza Wealth Management increased its Verizon (VZ) stake by 2.4% in Q2 2026, buying an estimated $52K and bringing the position to 47,238 shares worth $2M. The position accounts for 0.61% of the portfolio, ranked #44.

Forza Wealth Management first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Forza Wealth Management held 47,238 shares of Verizon worth $2M as of Q2 2026.
Forza Wealth Management bought 1,109 Verizon shares in Q2 2026, an estimated $52K.
Verizon made up 0.61% of Forza Wealth Management's portfolio in Q2 2026, its #44 holding.
Forza Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Verizon position peaked at $2.32M in Q1 2026.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.