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Holistic Planning’s Verizon VZ Stock Holding History

Holistic Planning’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 		$505K Sell
11,931
-598
-5% -$28.1K 0.08% 204
2026
Q1 		$629K Sell
12,529
-321
-2% -$14.9K 0.13% 155
2025
Q4 		$523K Sell
12,850
-4,642
-27% -$188K 0.11% 155
2025
Q3 		$769K Sell
17,492
-736
-4% -$31.9K 0.2% 87
2025
Q2 		$789K Buy
18,228
+1,743
+11% +$75.5K 0.23% 80
2025
Q1 		$748K Buy
16,485
+1,628
+11% +$67.8K 0.25% 75
2024
Q4 		$594K Buy
14,857
+1,142
+8% +$48.2K 0.22% 85
2024
Q3 		$616K Buy
+13,715
New +$572K 0.26% 75

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

Holistic Planning's VZ Position: Q2 2026 in Review

Holistic Planning reduced its Verizon (VZ) stake by 4.8% in Q2 2026, selling an estimated $28.1K and leaving 11,931 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #204.

Holistic Planning first reported a position in VZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $789K in Q2 2025. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Holistic Planning held 11,931 shares of Verizon worth $505K as of Q2 2026.
  • Holistic Planning sold 598 Verizon shares in Q2 2026, an estimated $28.1K.
  • Verizon made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #204 holding.
  • Holistic Planning first reported a position in Verizon in Q3 2024 and has held it in 8 quarters since.
  • Holistic Planning's Verizon position peaked at $789K in Q2 2025.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.