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Fountainhead AM’s Verizon VZ Stock Holding History

Fountainhead AM’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 		$79.5K Sell
1,877
-100
-5% -$4.69K 0.06% 136
2026
Q1 		$99.3K Buy
1,977
+953
+93% +$44.2K 0.09% 136
2025
Q4 		$41.7K Sell
1,024
-5,198
-84% -$211K 0.06% 108
2025
Q3 		$273K Sell
6,222
-374
-6% -$16.2K 0.04% 184
2025
Q2 		$285K Buy
6,596
+1,442
+28% +$62.4K 0.04% 161
2025
Q1 		$234K Buy
+5,154
New +$215K 0.04% 161
2023
Q2 		– Sell
-5,408
Closed -$210K – 88
2023
Q1 		$210K Buy
5,408
+21
+0.4% +$828 0.08% 73
2022
Q4 		$212K Buy
5,387
+76
+1% +$2.86K 0.1% 66
2022
Q3 		$202K Buy
5,311
+65
+1% +$2.9K 0.1% 69
2022
Q2 		$266K Buy
5,246
+152
+3% +$7.69K 0.14% 53
2022
Q1 		$259K Sell
5,094
-704
-12% -$37.3K 0.12% 57
2021
Q4 		$301K Sell
5,798
-1,176
-17% -$61.4K 0.13% 56
2021
Q3 		$377K Buy
6,974
+789
+13% +$43.6K 0.18% 42
2021
Q2 		$360K Hold
6,185
– – 0.19% 40
2021
Q1 		$360K Buy
6,185
+414
+7% +$23.4K 0.19% 40
2020
Q4 		$339K Buy
+5,771
New +$343K 0.21% 38

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fountainhead AM's VZ Position: Q2 2026 in Review

Fountainhead AM reduced its Verizon (VZ) stake by 5.1% in Q2 2026, selling an estimated $4.69K and leaving 1,877 shares worth $79.5K. The position accounts for 0.06% of the portfolio, ranked #136.

Fountainhead AM first reported a position in VZ in Q4 2020 and has held it in 16 quarters since. The position peaked at $377K in Q3 2021. 1,638 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Fountainhead AM held 1,877 shares of Verizon worth $79.5K as of Q2 2026.
  • Fountainhead AM sold 100 Verizon shares in Q2 2026, an estimated $4.69K.
  • Verizon made up 0.06% of Fountainhead AM's portfolio in Q2 2026, its #136 holding.
  • Fountainhead AM first reported a position in Verizon in Q4 2020 and has held it in 16 quarters since.
  • Fountainhead AM's Verizon position peaked at $377K in Q3 2021.
  • 1,638 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.