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Guardian Wealth Advisors (North Carolina)’s Verizon VZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$475K Sell
11,212
-290
-3% -$13.6K 0.03% 247
2026
Q1 		$577K Buy
11,502
+756
+7% +$35K 0.04% 199
2025
Q4 		$438K Sell
10,746
-7,198
-40% -$292K 0.03% 237
2025
Q3 		$789K Buy
17,944
+297
+2% +$12.9K 0.05% 163
2025
Q2 		$764K Buy
17,647
+6,062
+52% +$263K 0.05% 164
2025
Q1 		$525K Sell
11,585
-845
-7% -$35.2K 0.04% 183
2024
Q4 		$497K Buy
12,430
+1,452
+13% +$61.3K 0.04% 193
2024
Q3 		$493K Sell
10,978
-1,388
-11% -$57.9K 0.05% 167
2024
Q2 		$510K Sell
12,366
-890
-7% -$35.9K 0.06% 152
2024
Q1 		$556K Buy
13,256
+1,683
+15% +$67.9K 0.07% 143
2023
Q4 		$436K Buy
11,573
+666
+6% +$23.6K 0.07% 149
2023
Q3 		$353K Sell
10,907
-3,127
-22% -$106K 0.06% 164
2023
Q2 		$522K Buy
14,034
+283
+2% +$10.5K 0.09% 118
2023
Q1 		$535K Sell
13,751
-2,350
-15% -$92.7K 0.09% 109
2022
Q4 		$634K Sell
16,101
-815
-5% -$30.7K 0.12% 95
2022
Q3 		$642K Buy
16,916
+5,539
+49% +$247K 0.12% 90
2022
Q2 		$577K Buy
11,377
+1,720
+18% +$87K 0.11% 96
2022
Q1 		$492K Buy
9,657
+4,163
+76% +$221K 0.21% 87
2021
Q4 		$285K Buy
+5,494
New +$287K 0.12% 125

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VZ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Verizon (VZ) stake by 2.5% in Q2 2026, selling an estimated $13.6K and leaving 11,212 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #247.

Guardian Wealth Advisors (North Carolina) first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $789K in Q3 2025. 3,165 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,212 shares of Verizon worth $475K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 290 Verizon shares in Q2 2026, an estimated $13.6K.
  • Verizon made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #247 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Verizon position peaked at $789K in Q3 2025.
  • 3,165 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.