Halbert Hargrove Global Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $737 | Buy |
+17
| New | +$798 | ﹤0.01% | 479 |
|
|
2025
Q4 | – | Sell |
-217
| Closed | -$9.54K | – | 740 |
|
|
2025
Q3 | $9.54K | Buy |
+217
| New | +$9.39K | ﹤0.01% | 336 |
|
|
2025
Q2 | – | Sell |
-206
| Closed | -$9.32K | – | 658 |
|
|
2025
Q1 | $9.32K | Buy |
+206
| New | +$8.58K | ﹤0.01% | 258 |
|
|
2023
Q2 | – | Sell |
-6,400
| Closed | -$249K | – | 169 |
|
|
2023
Q1 | $249K | Buy |
6,400
+945
| +17% | +$37.3K | 0.02% | 136 |
|
|
2022
Q4 | $215K | Buy |
+5,455
| New | +$206K | 0.02% | 146 |
|
|
2022
Q3 | – | Sell |
-6,811
| Closed | -$345K | – | 159 |
|
|
2022
Q2 | $345K | Buy |
6,811
+131
| +2% | +$6.63K | 0.03% | 95 |
|
|
2022
Q1 | $340K | Buy |
6,680
+1,247
| +23% | +$66.1K | 0.02% | 101 |
|
|
2021
Q4 | $282K | Sell |
5,433
-729
| -12% | -$38K | 0.02% | 124 |
|
|
2021
Q3 | $333K | Sell |
6,162
-47
| -0.8% | -$2.6K | 0.02% | 92 |
|
|
2021
Q2 | $348K | Sell |
6,209
-350
| -5% | -$20.1K | 0.02% | 96 |
|
|
2021
Q1 | $381K | Sell |
6,559
-6
| -0.1% | -$339 | 0.03% | 77 |
|
|
2020
Q4 | $386K | Sell |
6,565
-199
| -3% | -$11.8K | 0.03% | 67 |
|
|
2020
Q3 | $403K | Buy |
6,764
+317
| +5% | +$18.4K | 0.04% | 59 |
|
|
2020
Q2 | $356K | Sell |
6,447
-208
| -3% | -$11.7K | 0.05% | 58 |
|
|
2020
Q1 | $357K | Buy |
6,655
+93
| +1% | +$5.32K | 0.06% | 44 |
|
|
2019
Q4 | $403K | Sell |
6,562
-1,359
| -17% | -$82K | 0.1% | 49 |
|
|
2019
Q3 | $478K | Buy |
7,921
+1,304
| +20% | +$75.1K | 0.13% | 39 |
|
|
2019
Q2 | $378K | Sell |
6,617
-46
| -0.7% | -$2.65K | 0.1% | 43 |
|
|
2019
Q1 | $394K | Sell |
6,663
-309
| -4% | -$17.5K | 1.39% | 21 |
|
|
2018
Q4 | $392K | Buy |
6,972
+422
| +6% | +$23.9K | 0.09% | 41 |
|
|
2018
Q3 | $350K | Sell |
6,550
-248
| -4% | -$13.1K | 0.09% | 44 |
|
|
2018
Q2 | $342K | Buy |
6,798
+265
| +4% | +$12.8K | 0.09% | 45 |
|
|
2018
Q1 | $312K | Buy |
6,533
+265
| +4% | +$13.3K | 0.08% | 47 |
|
|
2017
Q4 | $332K | Buy |
6,268
+1,013
| +19% | +$49.8K | 0.09% | 42 |
|
|
2017
Q3 | $260K | Sell |
5,255
-76
| -1% | -$3.58K | 0.07% | 52 |
|
|
2017
Q2 | $238K | Buy |
5,331
+226
| +4% | +$10.5K | 0.06% | 61 |
|
|
2017
Q1 | $249K | Sell |
5,105
-338
| -6% | -$17K | 0.06% | 67 |
|
|
2016
Q4 | $291K | Sell |
5,443
-148
| -3% | -$7.4K | 0.08% | 53 |
|
|
2016
Q3 | $291K | Sell |
5,591
-1,397
| -20% | -$75K | 0.08% | 50 |
|
|
2016
Q2 | $390K | Sell |
6,988
-187
| -3% | -$9.7K | 0.11% | 37 |
|
|
2016
Q1 | $388K | Sell |
7,175
-1,624
| -18% | -$81.2K | 0.14% | 38 |
|
|
2015
Q4 | $407K | Sell |
8,799
-380
| -4% | -$17.3K | 0.18% | 40 |
|
|
2015
Q3 | $399K | Sell |
9,179
-10,656
| -54% | -$492K | 0.2% | 36 |
|
|
2015
Q2 | $925K | Sell |
19,835
-1,448
| -7% | -$70.9K | 0.22% | 30 |
|
|
2015
Q1 | $1.03M | Buy |
21,283
+11,403
| +115% | +$550K | 0.33% | 27 |
|
|
2014
Q4 | $462K | Sell |
9,880
-475
| -5% | -$23.2K | 0.23% | 43 |
|
|
2014
Q3 | $518K | Buy |
10,355
+237
| +2% | +$11.8K | 0.14% | 51 |
|
|
2014
Q2 | $495K | Buy |
10,118
+830
| +9% | +$40.2K | 0.15% | 43 |
|
|
2014
Q1 | $442K | Buy |
9,288
+2,636
| +40% | +$125K | 0.14% | 50 |
|
|
2013
Q4 | $327K | Buy |
6,652
+49
| +0.7% | +$2.41K | 0.1% | 77 |
|
|
2013
Q3 | $308K | Buy |
6,603
+300
| +5% | +$14.6K | 0.1% | 79 |
|
|
2013
Q2 | $317K | Buy |
+6,303
| New | +$322K | 0.12% | 76 |
|
Other funds holding VZ
Halbert Hargrove Global Advisors's VZ Position: Q2 2026 in Review
Halbert Hargrove Global Advisors opened a new position in Verizon (VZ) in Q2 2026: 17 shares worth $737. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in VZ as recently as Q3 2025.
Halbert Hargrove Global Advisors first reported a position in VZ in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.03M in Q1 2015. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Halbert Hargrove Global Advisors held 17 shares of Verizon worth $737 as of Q2 2026.
- Verizon was a new Halbert Hargrove Global Advisors position in Q2 2026.
- Verizon made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #479 holding.
- Halbert Hargrove Global Advisors first reported a position in Verizon in Q2 2013 and has held it in 42 quarters since.
- Halbert Hargrove Global Advisors's Verizon position peaked at $1.03M in Q1 2015.
- 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.