GSWM
VZ icon

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
2019
Q4 		– Sell
-7
Closed -$1K – 947
2019
Q3 		$1K Buy
+7
New +$403 ﹤0.01% 1047

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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. 1,825 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.
  • 1,825 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.