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Heritage Family Offices’s Verizon VZ Stock Holding History

Heritage Family Offices’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 		$217K Buy
5,114
+737
+17% +$34.6K 0.08% 211
2026
Q1 		$220K Buy
+4,377
New +$203K 0.1% 177

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

Heritage Family Offices's VZ Position: Q2 2026 in Review

Heritage Family Offices increased its Verizon (VZ) stake by 17% in Q2 2026, buying an estimated $34.6K and bringing the position to 5,114 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #211.

Heritage Family Offices first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Heritage Family Offices held 5,114 shares of Verizon worth $217K as of Q2 2026.
  • Heritage Family Offices bought 737 Verizon shares in Q2 2026, an estimated $34.6K.
  • Verizon made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #211 holding.
  • Heritage Family Offices first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • Heritage Family Offices's Verizon position peaked at $220K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.