GM
VZ icon

GeoWealth Management’s Verizon VZ Stock Holding History

GeoWealth 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 		$856K Sell
20,206
-58
-0.3% -$2.72K 0.03% 359
2026
Q1 		$1.02M Buy
20,264
+3,991
+25% +$185K 0.04% 279
2025
Q4 		$663K Sell
16,273
-10,634
-40% -$431K 0.02% 376
2025
Q3 		$1.18M Buy
26,907
+6,368
+31% +$276K 0.04% 264
2025
Q2 		$889K Buy
20,539
+3,061
+18% +$133K 0.03% 285
2025
Q1 		$793K Sell
17,478
-10,666
-38% -$444K 0.03% 321
2024
Q4 		$1.13M Sell
28,144
-17,258
-38% -$728K 0.04% 276
2024
Q3 		$2.04M Buy
45,402
+13,260
+41% +$553K 0.07% 184
2024
Q2 		$1.33M Buy
32,142
+5,388
+20% +$217K 0.06% 217
2024
Q1 		$1.12M Buy
26,754
+6,268
+31% +$253K 0.04% 271
2023
Q4 		$773K Buy
20,486
+15,841
+341% +$560K 0.06% 249
2023
Q3 		$150K Sell
4,645
-38
-0.8% -$1.28K 0.02% 308
2023
Q2 		$174K Sell
4,683
-429
-8% -$15.9K 0.02% 254
2023
Q1 		$199K Sell
5,112
-56
-1% -$2.21K 0.02% 207
2022
Q4 		$203K Sell
5,168
-619
-11% -$23.3K 0.02% 241
2022
Q3 		$220K Buy
5,787
+253
+5% +$11.3K 0.02% 227
2022
Q2 		$281K Sell
5,534
-62
-1% -$3.14K 0.04% 215
2022
Q1 		$285K Sell
5,596
-1,886
-25% -$99.9K 0.03% 263
2021
Q4 		$389K Buy
7,482
+98
+1% +$5.11K 0.03% 230
2021
Q3 		$399K Sell
7,384
-34
-0.5% -$1.88K 0.03% 241
2021
Q2 		$416K Buy
7,418
+1,106
+18% +$63.5K 0.05% 166
2021
Q1 		$367K Buy
6,312
+348
+6% +$19.6K 0.06% 149
2020
Q4 		$352K Buy
5,964
+1,382
+30% +$82.1K 0.06% 165
2020
Q3 		$268K Sell
4,582
-2,485
-35% -$144K 0.08% 131
2020
Q2 		$390K Buy
+7,067
New +$398K 0.16% 106
2019
Q4 		– Sell
-18,799
Closed -$1.13M – 229
2019
Q3 		$1.13M Buy
+18,799
New +$1.08M 0.26% 59

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GeoWealth Management's VZ Position: Q2 2026 in Review

GeoWealth Management reduced its Verizon (VZ) stake by 0.29% in Q2 2026, selling an estimated $2.72K and leaving 20,206 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #359.

GeoWealth Management first reported a position in VZ in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.04M in Q3 2024. 1,768 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • GeoWealth Management held 20,206 shares of Verizon worth $856K as of Q2 2026.
  • GeoWealth Management sold 58 Verizon shares in Q2 2026, an estimated $2.72K.
  • Verizon made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #359 holding.
  • GeoWealth Management first reported a position in Verizon in Q3 2019 and has held it in 26 quarters since.
  • GeoWealth Management's Verizon position peaked at $2.04M in Q3 2024.
  • 1,768 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.