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Houlihan Financial Resource Group’s Verizon VZ Stock Holding History

Houlihan Financial Resource Group’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 		$550K Sell
12,988
-592
-4% -$27.8K 0.2% 76
2026
Q1 		$682K Buy
13,580
+10
+0.1% +$463 0.27% 66
2025
Q4 		$571K Buy
13,570
+6,473
+91% +$263K 0.22% 71
2025
Q3 		$312K Sell
7,097
-8,098
-53% -$351K 0.27% 63
2025
Q2 		$654K Buy
15,195
+1,031
+7% +$44.6K 0.27% 64
2025
Q1 		$642K Sell
14,164
-455
-3% -$18.9K 0.29% 57
2024
Q4 		$585K Sell
14,619
-1,007
-6% -$42.5K 0.25% 63
2024
Q3 		$702K Buy
15,626
+31
+0.2% +$1.29K 0.29% 57
2024
Q2 		$643K Sell
15,595
-1,691
-10% -$68.2K 0.44% 39
2024
Q1 		$725K Sell
17,286
-31
-0.2% -$1.25K 0.33% 52
2023
Q4 		$653K Sell
17,317
-5,027
-22% -$178K 0.32% 55
2023
Q3 		$759K Sell
22,344
-811,067
-97% -$27.4M 0.41% 46
2023
Q2 		$30.9M Buy
833,411
+809,454
+3,379% +$30M 0.96% 24
2023
Q1 		$932K Sell
23,957
-1,164
-5% -$45.9K 0.51% 42
2022
Q4 		$1.01M Sell
25,121
-3,043
-11% -$115K 0.58% 39
2022
Q3 		$1.06M Buy
+28,164
New +$1.25M 0.65% 38
2020
Q3 		$2.53M Buy
+41,441
New +$2.41M 1.46% 22
2020
Q1 		$1.51M Sell
28,060
-672
-2% -$38.4K 1.31% 23
2019
Q4 		$1.76M Buy
+28,732
New +$1.73M 1.14% 25

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

Houlihan Financial Resource Group's VZ Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Verizon (VZ) stake by 4.4% in Q2 2026, selling an estimated $27.8K and leaving 12,988 shares worth $550K. The position accounts for 0.2% of the portfolio, ranked #76.

Houlihan Financial Resource Group first reported a position in VZ in Q4 2019 and has held it in 19 quarters since. The position peaked at $30.9M in Q2 2023. 3,154 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Houlihan Financial Resource Group held 12,988 shares of Verizon worth $550K as of Q2 2026.
  • Houlihan Financial Resource Group sold 592 Verizon shares in Q2 2026, an estimated $27.8K.
  • Verizon made up 0.2% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #76 holding.
  • Houlihan Financial Resource Group first reported a position in Verizon in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's Verizon position peaked at $30.9M in Q2 2023.
  • 3,154 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.