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Hoxton Planning & Management’s Verizon VZ Stock Holding History

Hoxton Planning & 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 		$914K Buy
21,585
+868
+4% +$40.7K 0.24% 76
2026
Q1 		$1.04M Sell
20,717
-411
-2% -$19K 0.31% 63
2025
Q4 		$861K Sell
21,128
-698
-3% -$28.3K 0.26% 67
2025
Q3 		$959K Buy
21,826
+202
+0.9% +$8.74K 0.31% 62
2025
Q2 		$936K Sell
21,624
-535
-2% -$23.2K 0.32% 62
2025
Q1 		$1.01M Sell
22,159
-464
-2% -$19.3K 0.38% 51
2024
Q4 		$905K Sell
22,623
-2,196
-9% -$92.6K 0.35% 58
2024
Q3 		$1.11M Buy
24,819
+1,170
+5% +$48.8K 0.43% 40
2024
Q2 		$975K Buy
23,649
+1,000
+4% +$40.3K 0.45% 38
2024
Q1 		$950K Buy
22,649
+1,996
+10% +$80.5K 0.45% 39
2023
Q4 		$779K Buy
20,653
+1,669
+9% +$59.1K 0.41% 43
2023
Q3 		$615K Sell
18,984
-67
-0.4% -$2.26K 0.4% 51
2023
Q2 		$709K Buy
19,051
+3,424
+22% +$127K 0.44% 40
2023
Q1 		$608K Buy
15,627
+5,028
+47% +$198K 0.33% 58
2022
Q4 		$418K Buy
+10,599
New +$399K 0.22% 95

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Hoxton Planning & Management's VZ Position: Q2 2026 in Review

Hoxton Planning & Management increased its Verizon (VZ) stake by 4.2% in Q2 2026, buying an estimated $40.7K and bringing the position to 21,585 shares worth $914K. The position accounts for 0.24% of the portfolio, ranked #76.

Hoxton Planning & Management first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q3 2024. 676 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Hoxton Planning & Management held 21,585 shares of Verizon worth $914K as of Q2 2026.
  • Hoxton Planning & Management bought 868 Verizon shares in Q2 2026, an estimated $40.7K.
  • Verizon made up 0.24% of Hoxton Planning & Management's portfolio in Q2 2026, its #76 holding.
  • Hoxton Planning & Management first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Verizon position peaked at $1.11M in Q3 2024.
  • 676 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.