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Herold Advisors’s Verizon VZ Stock Holding History

Herold 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 		$3.88M Buy
91,531
+5,184
+6% +$243K 0.77% 33
2026
Q1 		$4.33M Buy
86,347
+2,121
+3% +$98.3K 0.95% 24
2025
Q4 		$3.43M Buy
84,226
+2,548
+3% +$103K 0.77% 34
2025
Q3 		$3.59M Sell
81,678
-6,359
-7% -$275K 0.83% 28
2025
Q2 		$3.81M Buy
88,037
+15,076
+21% +$653K 0.8% 30
2025
Q1 		$3.31M Buy
72,961
+136
+0.2% +$5.66K 0.73% 31
2024
Q4 		$2.91M Buy
72,825
+2,178
+3% +$91.9K 0.63% 43
2024
Q3 		$3.17M Buy
70,647
+4,802
+7% +$200K 0.69% 37
2024
Q2 		$2.72M Buy
65,845
+2,794
+4% +$113K 0.63% 40
2024
Q1 		$2.65M Buy
63,051
+3,321
+6% +$134K 0.64% 42
2023
Q4 		$2.25M Sell
59,730
-1,188
-2% -$42K 0.62% 48
2023
Q3 		$1.97M Sell
60,918
-951
-2% -$32.1K 0.6% 49
2023
Q2 		$2.3M Sell
61,869
-3,783
-6% -$140K 0.7% 34
2023
Q1 		$2.55M Buy
65,652
+3,307
+5% +$130K 0.88% 25
2022
Q4 		$2.46M Buy
62,345
+4,442
+8% +$167K 1.04% 21
2022
Q3 		$2.2M Buy
57,903
+1,992
+4% +$88.7K 1.06% 25
2022
Q2 		$2.84M Buy
55,911
+783
+1% +$39.6K 1.26% 15
2022
Q1 		$2.81M Buy
55,128
+3,595
+7% +$190K 1% 21
2021
Q4 		$2.68M Buy
51,533
+9,052
+21% +$472K 1.04% 20
2021
Q3 		$2.29M Buy
+42,481
New +$2.35M 0.89% 23

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Herold Advisors's VZ Position: Q2 2026 in Review

Herold Advisors increased its Verizon (VZ) stake by 6% in Q2 2026, buying an estimated $243K and bringing the position to 91,531 shares worth $3.88M. The position accounts for 0.77% of the portfolio, ranked #33.

Herold Advisors first reported a position in VZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.33M in Q1 2026. 3,143 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Herold Advisors held 91,531 shares of Verizon worth $3.88M as of Q2 2026.
  • Herold Advisors bought 5,184 Verizon shares in Q2 2026, an estimated $243K.
  • Verizon made up 0.77% of Herold Advisors's portfolio in Q2 2026, its #33 holding.
  • Herold Advisors first reported a position in Verizon in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Verizon position peaked at $4.33M in Q1 2026.
  • 3,143 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.