HCR Wealth 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 | $442K | Sell |
10,442
-461
| -4% | -$21.6K | 0.04% | 168 |
|
|
2026
Q1 | $547K | Sell |
10,903
-369
| -3% | -$17.1K | 0.06% | 144 |
|
|
2025
Q4 | $459K | Sell |
11,272
-54
| -0.5% | -$2.19K | 0.05% | 159 |
|
|
2025
Q3 | $492K | Sell |
11,326
-501
| -4% | -$21.7K | 0.05% | 147 |
|
|
2025
Q2 | $512K | Buy |
11,827
+894
| +8% | +$38.7K | 0.06% | 135 |
|
|
2025
Q1 | $496K | Buy |
10,933
+605
| +6% | +$25.2K | 0.06% | 140 |
|
|
2024
Q4 | $413K | Buy |
10,328
+302
| +3% | +$12.7K | 0.05% | 155 |
|
|
2024
Q3 | $450K | Buy |
10,026
+615
| +7% | +$25.7K | 0.06% | 146 |
|
|
2024
Q2 | $388K | Buy |
9,411
+58
| +0.6% | +$2.34K | 0.06% | 150 |
|
|
2024
Q1 | $392K | Sell |
9,353
-151
| -2% | -$6.09K | 0.06% | 150 |
|
|
2023
Q4 | $358K | Buy |
9,504
+706
| +8% | +$25K | 0.06% | 143 |
|
|
2023
Q3 | $285K | Sell |
8,798
-401
| -4% | -$13.5K | 0.06% | 130 |
|
|
2023
Q2 | $342K | Buy |
9,199
+109
| +1% | +$4.03K | 0.06% | 132 |
|
|
2023
Q1 | $354K | Buy |
9,090
+22
| +0.2% | +$868 | 0.07% | 130 |
|
|
2022
Q4 | $357K | Sell |
9,068
-446
| -5% | -$16.8K | 0.08% | 129 |
|
|
2022
Q3 | $361K | Hold |
9,514
| – | – | 0.08% | 126 |
|
|
2022
Q2 | $483K | Buy |
9,514
+55
| +0.6% | +$2.78K | 0.1% | 111 |
|
|
2022
Q1 | $482K | Sell |
9,459
-302
| -3% | -$16K | 0.08% | 126 |
|
|
2021
Q4 | $507K | Buy |
9,761
+43
| +0.4% | +$2.24K | 0.08% | 136 |
|
|
2021
Q3 | $525K | Sell |
9,718
-559
| -5% | -$30.9K | 0.09% | 131 |
|
|
2021
Q2 | $576K | Sell |
10,277
-1,639
| -14% | -$94.1K | 0.1% | 120 |
|
|
2021
Q1 | $693K | Sell |
11,916
-8,843
| -43% | -$499K | 0.14% | 108 |
|
|
2020
Q4 | $1.22M | Buy |
20,759
+528
| +3% | +$31.4K | 0.26% | 78 |
|
|
2020
Q3 | $1.2M | Sell |
20,231
-42
| -0.2% | -$2.44K | 0.27% | 72 |
|
|
2020
Q2 | $1.11M | Buy |
20,273
+219
| +1% | +$12.3K | 0.26% | 69 |
|
|
2020
Q1 | $1.08M | Buy |
20,054
+224
| +1% | +$12.8K | 0.31% | 59 |
|
|
2019
Q4 | $1.22M | Buy |
19,830
+6,904
| +53% | +$416K | 0.3% | 65 |
|
|
2019
Q3 | $780K | Sell |
12,926
-4,852
| -27% | -$279K | 0.26% | 70 |
|
|
2019
Q2 | $1.02M | Sell |
17,778
-11,672
| -40% | -$673K | 0.29% | 66 |
|
|
2019
Q1 | $1.03M | Buy |
29,450
+15,921
| +118% | +$902K | 0.3% | 73 |
|
|
2018
Q4 | $761K | Buy |
13,529
+636
| +5% | +$36.1K | 0.25% | 80 |
|
|
2018
Q3 | $729K | Sell |
12,893
-74
| -0.6% | -$3.92K | 0.24% | 84 |
|
|
2018
Q2 | $659K | Hold |
12,967
| – | – | 0.22% | 90 |
|
|
2018
Q1 | $620K | Sell |
12,967
-261
| -2% | -$13.1K | 0.22% | 97 |
|
|
2017
Q4 | $700K | Buy |
13,228
+3,710
| +39% | +$182K | 0.24% | 83 |
|
|
2017
Q3 | $471K | Buy |
9,518
+2,274
| +31% | +$107K | 0.2% | 102 |
|
|
2017
Q2 | $324K | Sell |
7,244
-70
| -1% | -$3.26K | 0.16% | 101 |
|
|
2017
Q1 | $357K | Sell |
7,314
-2,326
| -24% | -$117K | 0.18% | 104 |
|
|
2016
Q4 | $515K | Buy |
+9,640
| New | +$482K | 0.27% | 83 |
|
Other funds holding VZ
SLAM
HCR Wealth Advisors's VZ Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Verizon (VZ) stake by 4.2% in Q2 2026, selling an estimated $21.6K and leaving 10,442 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #168.
HCR Wealth Advisors first reported a position in VZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.22M in Q4 2020. 1,738 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- HCR Wealth Advisors held 10,442 shares of Verizon worth $442K as of Q2 2026.
- HCR Wealth Advisors sold 461 Verizon shares in Q2 2026, an estimated $21.6K.
- Verizon made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #168 holding.
- HCR Wealth Advisors first reported a position in Verizon in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Verizon position peaked at $1.22M in Q4 2020.
- 1,738 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.