HWM
VZ icon

HB Wealth Management’s Verizon VZ Stock Holding History

HB 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 		$8.83M Buy
208,634
+297
+0.1% +$13.9K 0.05% 188
2026
Q1 		$10.5M Buy
208,337
+19,392
+10% +$899K 0.07% 153
2025
Q4 		$7.7M Sell
188,945
-10,479
-5% -$425K 0.05% 194
2025
Q3 		$8.76M Buy
199,424
+9,591
+5% +$415K 0.06% 173
2025
Q2 		$8.21M Buy
189,833
+3,643
+2% +$158K 0.07% 162
2025
Q1 		$8.45M Buy
186,190
+25,603
+16% +$1.07M 0.07% 156
2024
Q4 		$6.42M Buy
160,587
+16,365
+11% +$690K 0.07% 138
2024
Q3 		$6.48M Buy
144,222
+16,412
+13% +$685K 0.07% 137
2024
Q2 		$5.27M Buy
127,810
+10,899
+9% +$439K 0.06% 144
2024
Q1 		$4.91M Sell
116,911
-89,018
-43% -$3.59M 0.06% 151
2023
Q4 		$7.76M Buy
205,929
+11,887
+6% +$421K 0.11% 97
2023
Q3 		$6.29M Buy
194,042
+16,882
+10% +$570K 0.1% 101
2023
Q2 		$6.59M Sell
177,160
-2,047
-1% -$75.8K 0.11% 100
2023
Q1 		$6.97M Buy
179,207
+50,963
+40% +$2.01M 0.12% 90
2022
Q4 		$5.05M Buy
128,244
+12,630
+11% +$476K 0.09% 109
2022
Q3 		$4.39M Buy
115,614
+2,143
+2% +$95.4K 0.09% 106
2022
Q2 		$5.76M Sell
113,471
-10,547
-9% -$534K 0.12% 88
2022
Q1 		$6.32M Buy
124,018
+30,801
+33% +$1.63M 0.12% 89
2021
Q4 		$4.84M Buy
+93,217
New +$4.86M 0.1% 88

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HB Wealth Management's VZ Position: Q2 2026 in Review

HB Wealth Management increased its Verizon (VZ) stake by 0.14% in Q2 2026, buying an estimated $13.9K and bringing the position to 208,634 shares worth $8.83M. The position accounts for 0.05% of the portfolio, ranked #188.

HB Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q1 2026. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • HB Wealth Management held 208,634 shares of Verizon worth $8.83M as of Q2 2026.
  • HB Wealth Management bought 297 Verizon shares in Q2 2026, an estimated $13.9K.
  • Verizon made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #188 holding.
  • HB Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Verizon position peaked at $10.5M in Q1 2026.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.