HBW Advisory Services’s Verizon VZ Stock Holding History

HBW Advisory Services’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	$2.45M	Sell	57,935 -363	-0.6%	-$17K	0.22%	99
2026 Q1	$2.93M	Sell	58,298 -1,427	-2%	-$66.1K	0.31%	78
2025 Q4	$2.43M	Sell	59,725 -18,897	-24%	-$766K	0.26%	91
2025 Q3	$3.46M	Buy	78,622 +783	+1%	+$33.9K	0.39%	62
2025 Q2	$3.37M	Sell	77,839 -12,173	-14%	-$527K	0.42%	52
2025 Q1	$4.08M	Buy	90,012 +6,298	+8%	+$262K	0.58%	32
2024 Q4	$3.35M	Buy	83,714 +2,819	+3%	+$119K	0.34%	51
2024 Q3	$3.63M	Sell	80,895 -381	-0.5%	-$15.9K	0.53%	45
2024 Q2	$3.35M	Buy	81,276 +9,110	+13%	+$367K	0.56%	50
2024 Q1	$2.72M	Hold	72,166	–	–	0.51%	57
2023 Q4	$2.72M	Sell	72,166 -1,202	-2%	-$42.5K	0.51%	57
2023 Q3	$2.38M	Buy	73,368 +27,179	+59%	+$918K	0.5%	60
2023 Q2	$1.72M	Buy	46,189 +4,456	+11%	+$165K	0.37%	68
2023 Q1	$1.62M	Buy	41,733 +10,793	+35%	+$426K	0.4%	70
2022 Q4	$1.22M	Buy	30,940 +5,501	+22%	+$207K	0.32%	86
2022 Q3	$966K	Sell	25,439 -705	-3%	-$31.4K	0.27%	103
2022 Q2	$1.33M	Buy	26,144 +13,726	+111%	+$694K	0.34%	82
2022 Q1	$633K	Buy	12,418 +2,884	+30%	+$153K	0.22%	114
2021 Q4	$495K	Buy	9,534 +3,211	+51%	+$168K	0.11%	166
2021 Q3	$341K	Buy	6,323 +76	+1%	+$4.2K	0.09%	192
2021 Q2	$350K	Buy	6,247 +12	+0.2%	+$689	0.09%	176
2021 Q1	$363K	Sell	6,235 -859	-12%	-$48.5K	0.1%	171
2020 Q4	$417K	Sell	7,094 -3,057	-30%	-$182K	0.13%	135
2020 Q3	$604K	Buy	10,151 +5,599	+123%	+$325K	0.25%	98
2020 Q2	$251K	Buy	+4,552	New	+$256K	0.12%	152

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

HBW Advisory Services's VZ Position: Q2 2026 in Review

HBW Advisory Services reduced its Verizon (VZ) stake by 0.62% in Q2 2026, selling an estimated $17K and leaving 57,935 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #99.

HBW Advisory Services first reported a position in VZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.08M in Q1 2025. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

HBW Advisory Services held 57,935 shares of Verizon worth $2.45M as of Q2 2026.
HBW Advisory Services sold 363 Verizon shares in Q2 2026, an estimated $17K.
Verizon made up 0.22% of HBW Advisory Services's portfolio in Q2 2026, its #99 holding.
HBW Advisory Services first reported a position in Verizon in Q2 2020 and has held it in 25 quarters since.
HBW Advisory Services's Verizon position peaked at $4.08M in Q1 2025.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.