Gratus Wealth Advisors’s Verizon VZ Stock Holding History

Gratus Wealth 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	–	Sell	-4,687	Closed	-$235K	–	146
2026 Q1	$235K	Buy	+4,687	New	+$217K	0.03%	132
2025 Q4	–	Sell	-4,574	Closed	-$201K	–	134
2025 Q3	$201K	Buy	+4,574	New	+$198K	0.03%	131
2025 Q2	–	Sell	-4,529	Closed	-$205K	–	138
2025 Q1	$205K	Buy	+4,529	New	+$189K	0.03%	125
2024 Q4	–	Sell	-5,929	Closed	-$260K	–	133
2024 Q3	$260K	Sell	5,929 -146	-2%	-$6.09K	0.04%	125
2024 Q2	$253K	Sell	6,075 -414	-6%	-$16.7K	0.04%	123
2024 Q1	$260K	Buy	+6,489	New	+$262K	0.05%	118

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Gratus Wealth Advisors's VZ Position: Q2 2026 in Review

Gratus Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,687 shares — an estimated $235K sold.

Gratus Wealth Advisors first reported a position in VZ in Q1 2024 and held it in 6 quarters. The position peaked at $260K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Gratus Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 4,687 Verizon shares in Q2 2026, an estimated $235K.
Gratus Wealth Advisors first reported a position in Verizon in Q1 2024 and held it in 6 quarters.
Gratus Wealth Advisors's Verizon position peaked at $260K in Q1 2024.
1,446 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.