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Gilpin Wealth Management’s Verizon VZ Stock Holding History

Gilpin 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 		$1.44K Hold
34
– – ﹤0.01% 468
2026
Q1 		$1.71K Sell
34
-200
-85% -$9.27K ﹤0.01% 434
2025
Q4 		$9.53K Buy
+234
New +$9.49K 0.01% 290

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

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

Gilpin Wealth Management held its Verizon (VZ) position steady in Q2 2026 at 34 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Gilpin Wealth Management first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.53K in Q4 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Gilpin Wealth Management held 34 shares of Verizon worth $1.44K as of Q2 2026.
  • Gilpin Wealth Management left its Verizon share count unchanged in Q2 2026.
  • Verizon made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Gilpin Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Verizon position peaked at $9.53K in Q4 2025.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.