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Golden State Wealth Management’s Verizon VZ Stock Holding History

Golden State 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 		$944K Buy
22,289
+234
+1% +$11K 0.09% 190
2026
Q1 		$1.11M Sell
22,055
-1,723
-7% -$79.9K 0.12% 152
2025
Q4 		$969K Sell
23,778
-2,063
-8% -$83.7K 0.1% 161
2025
Q3 		$1.14M Sell
25,841
-236
-0.9% -$10.2K 0.13% 135
2025
Q2 		$1.13M Sell
26,077
-1,649
-6% -$71.4K 0.14% 129
2025
Q1 		$1.26M Buy
27,726
+1,265
+5% +$52.7K 0.19% 99
2024
Q4 		$1.06M Buy
+26,461
New +$1.12M 0.16% 111
2022
Q1 		$931K Sell
18,268
-6,540
-26% -$346K 0.18% 114
2021
Q4 		$1.29M Buy
24,808
+6,616
+36% +$345K 0.22% 94
2021
Q3 		$983K Sell
18,192
-405
-2% -$22.4K 0.21% 93
2021
Q2 		$1.04M Sell
18,597
-500
-3% -$28.7K 0.23% 91
2021
Q1 		$1.11M Sell
19,097
-917
-5% -$51.7K 0.37% 52
2020
Q4 		$1.18M Buy
20,014
+6,437
+47% +$382K 0.34% 56
2020
Q3 		$808K Sell
13,577
-7,787
-36% -$452K 0.27% 66
2020
Q2 		$1.18M Buy
21,364
+5,098
+31% +$287K 0.38% 45
2020
Q1 		$874K Buy
16,266
+11,730
+259% +$671K 0.39% 42
2019
Q4 		$279K Sell
4,536
-10,586
-70% -$639K 0.05% 45
2019
Q3 		$913K Buy
15,122
+7,140
+89% +$411K 0.3% 66
2019
Q2 		$456K Buy
7,982
+79
+1% +$4.55K 0.14% 125
2019
Q1 		$467K Buy
+7,903
New +$448K 0.16% 121

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

Golden State Wealth Management's VZ Position: Q2 2026 in Review

Golden State Wealth Management increased its Verizon (VZ) stake by 1.1% in Q2 2026, buying an estimated $11K and bringing the position to 22,289 shares worth $944K. The position accounts for 0.09% of the portfolio, ranked #190.

Golden State Wealth Management first reported a position in VZ in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.29M in Q4 2021. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Golden State Wealth Management held 22,289 shares of Verizon worth $944K as of Q2 2026.
  • Golden State Wealth Management bought 234 Verizon shares in Q2 2026, an estimated $11K.
  • Verizon made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Golden State Wealth Management first reported a position in Verizon in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Verizon position peaked at $1.29M in Q4 2021.
  • 1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.