HFR Wealth Management’s Verizon VZ Stock Holding History

HFR Wealth Management’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	$211K	Hold	4,993	–	–	0.05%	52
2026 Q1	$251K	Hold	4,993	–	–	0.06%	47
2025 Q4	$203K	Hold	4,993	–	–	0.05%	50
2025 Q3	$219K	Hold	4,993	–	–	0.05%	51
2025 Q2	$216K	Hold	4,993	–	–	0.05%	50
2025 Q1	$226K	Buy	+4,993	New	+$208K	0.06%	53
2024 Q4	–	Sell	-4,993	Closed	-$224K	–	56
2024 Q3	$224K	Hold	4,993	–	–	0.05%	51
2024 Q2	$206K	Hold	4,993	–	–	0.05%	53
2024 Q1	$210K	Sell	4,993 -4,705	-49%	-$190K	0.05%	53
2023 Q4	$366K	Sell	9,698 -4,700	-33%	-$166K	0.1%	45
2023 Q3	$467K	Hold	14,398	–	–	0.14%	41
2023 Q2	$535K	Hold	14,398	–	–	0.15%	38
2023 Q1	$560K	Buy	+14,398	New	+$568K	0.16%	40

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HFR Wealth Management's VZ Position: Q2 2026 in Review

HFR Wealth Management held its Verizon (VZ) position steady in Q2 2026 at 4,993 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #52.

HFR Wealth Management first reported a position in VZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $560K in Q1 2023. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

HFR Wealth Management held 4,993 shares of Verizon worth $211K as of Q2 2026.
HFR Wealth Management left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.05% of HFR Wealth Management's portfolio in Q2 2026, its #52 holding.
HFR Wealth Management first reported a position in Verizon in Q1 2023 and has held it in 13 quarters since.
HFR Wealth Management's Verizon position peaked at $560K in Q1 2023.
3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.