Grant Private Wealth Management’s Verizon VZ Stock Holding History

Grant Private 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	$1.15M	Buy	27,273 +3,061	+13%	+$144K	0.49%	39
2026 Q1	$1.22M	Buy	24,212 +2,691	+13%	+$125K	0.64%	31
2025 Q4	$877K	Buy	21,521 +1,403	+7%	+$56.9K	0.53%	39
2025 Q3	$884K	Sell	20,118 -97,956	-83%	-$4.24M	0.55%	38
2025 Q2	$5.11M	Buy	118,074 +97,687	+479%	+$4.23M	2.9%	13
2025 Q1	$925K	Buy	20,387 +1,736	+9%	+$72.3K	1%	28
2024 Q4	$746K	Buy	+18,651	New	+$787K	0.8%	33

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Grant Private Wealth Management's VZ Position: Q2 2026 in Review

Grant Private Wealth Management increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $144K and bringing the position to 27,273 shares worth $1.15M. The position accounts for 0.49% of the portfolio, ranked #39.

Grant Private Wealth Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q2 2025. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Grant Private Wealth Management held 27,273 shares of Verizon worth $1.15M as of Q2 2026.
Grant Private Wealth Management bought 3,061 Verizon shares in Q2 2026, an estimated $144K.
Verizon made up 0.49% of Grant Private Wealth Management's portfolio in Q2 2026, its #39 holding.
Grant Private Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Verizon position peaked at $5.11M in Q2 2025.
568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.