Gladwyn Financial Advisors’s Verizon VZ Stock Holding History

Gladwyn Financial 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	$142K	Sell	3,362 -256	-7%	-$12K	0.09%	48
2026 Q1	$182K	Buy	3,618 +52	+1%	+$2.41K	0.13%	46
2025 Q4	$145K	Buy	3,566 +61	+2%	+$2.47K	0.1%	48
2025 Q3	$154K	Buy	3,505 +50	+1%	+$2.16K	0.11%	46
2025 Q2	$150K	Buy	+3,455	New	+$150K	0.12%	45

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gladwyn Financial Advisors's VZ Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Verizon (VZ) stake by 7.1% in Q2 2026, selling an estimated $12K and leaving 3,362 shares worth $142K. The position accounts for 0.09% of the portfolio, ranked #48.

Gladwyn Financial Advisors first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $182K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Gladwyn Financial Advisors held 3,362 shares of Verizon worth $142K as of Q2 2026.
Gladwyn Financial Advisors sold 256 Verizon shares in Q2 2026, an estimated $12K.
Verizon made up 0.09% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #48 holding.
Gladwyn Financial Advisors first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
Gladwyn Financial Advisors's Verizon position peaked at $182K in Q1 2026.
1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.