Heritage Wealth Management (Ohio)’s Verizon VZ Stock Holding History

Heritage Wealth Management (Ohio)’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	$981K	Sell	23,170 -180	-0.8%	-$8.44K	0.24%	102
2026 Q1	$1.17M	Sell	23,350 -429	-2%	-$19.9K	0.58%	51
2025 Q4	$969K	Buy	23,779 +532	+2%	+$21.6K	0.27%	91
2025 Q3	$1.02M	Buy	23,247 +429	+2%	+$18.6K	0.3%	86
2025 Q2	$987K	Sell	22,818 -489	-2%	-$21.2K	0.32%	83
2025 Q1	$1.06M	Buy	23,307 +2,017	+9%	+$84K	0.36%	72
2024 Q4	$851K	Sell	21,290 -113	-0.5%	-$4.77K	0.28%	90
2024 Q3	$961K	Sell	21,403 -229	-1%	-$9.56K	0.32%	82
2024 Q2	$893K	Buy	+21,632	New	+$872K	0.3%	88

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Heritage Wealth Management (Ohio)'s VZ Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Verizon (VZ) stake by 0.77% in Q2 2026, selling an estimated $8.44K and leaving 23,170 shares worth $981K. The position accounts for 0.24% of the portfolio, ranked #102.

Heritage Wealth Management (Ohio) first reported a position in VZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2026. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Heritage Wealth Management (Ohio) held 23,170 shares of Verizon worth $981K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 180 Verizon shares in Q2 2026, an estimated $8.44K.
Verizon made up 0.24% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #102 holding.
Heritage Wealth Management (Ohio) first reported a position in Verizon in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Verizon position peaked at $1.17M in Q1 2026.
1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.