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Heartwood Wealth Advisors’s Verizon VZ Stock Holding History

Heartwood Wealth Advisors’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 		– Sell
-32,926
Closed -$1.65M – 231
2026
Q1 		$1.65M Buy
32,926
+2,802
+9% +$130K 0.14% 71
2025
Q4 		$1.23M Buy
30,124
+2,182
+8% +$88.5K 0.11% 74
2025
Q3 		$1.23M Buy
27,942
+791
+3% +$34.2K 0.11% 77
2025
Q2 		$1.17M Buy
27,151
+673
+3% +$29.1K 0.12% 70
2025
Q1 		$1.2M Buy
26,478
+3,478
+15% +$145K 0.14% 63
2024
Q4 		$920K Sell
23,000
-19
-0.1% -$802 0.1% 71
2024
Q3 		$1.03M Buy
23,019
+589
+3% +$24.6K 0.11% 65
2024
Q2 		$925K Buy
22,430
+503
+2% +$20.3K 0.11% 68
2024
Q1 		$920K Buy
21,927
+1,416
+7% +$57.1K 0.11% 63
2023
Q4 		$773K Sell
20,511
-858
-4% -$30.4K 0.1% 64
2023
Q3 		$693K Sell
21,369
-2,057
-9% -$69.5K 0.1% 67
2023
Q2 		$871K Buy
23,426
+381
+2% +$14.1K 0.12% 57
2023
Q1 		$896K Buy
23,045
+3,335
+17% +$132K 0.13% 52
2022
Q4 		$777K Buy
19,710
+5,345
+37% +$201K 0.12% 55
2022
Q3 		$545K Buy
14,365
+2,392
+20% +$107K 0.09% 63
2022
Q2 		$608K Buy
11,973
+598
+5% +$30.2K 0.1% 60
2022
Q1 		$579K Buy
11,375
+4,870
+75% +$258K 0.09% 66
2021
Q4 		$338K Sell
6,505
-1,347
-17% -$70.3K 0.05% 81
2021
Q3 		$424K Buy
7,852
+342
+5% +$18.9K 0.07% 67
2021
Q2 		$421K Buy
+7,510
New +$431K 0.06% 68

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heartwood Wealth Advisors's VZ Position: Q2 2026 in Review

Heartwood Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 32,926 shares — an estimated $1.65M sold.

Heartwood Wealth Advisors first reported a position in VZ in Q2 2021 and held it in 20 quarters. The position peaked at $1.65M in Q1 2026. 1,809 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Heartwood Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 32,926 Verizon shares in Q2 2026, an estimated $1.65M.
  • Heartwood Wealth Advisors first reported a position in Verizon in Q2 2021 and held it in 20 quarters.
  • Heartwood Wealth Advisors's Verizon position peaked at $1.65M in Q1 2026.
  • 1,809 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.