Icon Wealth Advisors’s Verizon VZ Stock Holding History

Icon Wealth 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	$1.51M	Buy	35,722 +17,286	+94%	+$811K	0.09%	145
2026 Q1	$859K	Buy	18,436 +10,896	+145%	+$505K	0.06%	189
2025 Q4	$307K	Sell	7,540 -23,047	-75%	-$935K	0.02%	314
2025 Q3	$1.34M	Sell	30,587 -8,978	-23%	-$389K	0.09%	156
2025 Q2	$1.71M	Sell	39,565 -1,502	-4%	-$65K	0.12%	134
2025 Q1	$1.86M	Sell	41,067 -15,382	-27%	-$640K	0.15%	107
2024 Q4	$2.26M	Sell	56,449 -12,893	-19%	-$544K	0.19%	94
2024 Q3	$3.11M	Buy	69,342 +734	+1%	+$30.6K	0.26%	69
2024 Q2	$2.78M	Sell	68,608 -877	-1%	-$35.3K	0.25%	70
2024 Q1	$2.92M	Sell	69,485 -679	-1%	-$27.4K	0.27%	70
2023 Q4	$2.65M	Buy	+70,164	New	+$2.48M	0.28%	73
2022 Q4	$2.21M	Buy	55,980 +45,964	+459%	+$1.73M	0.25%	89
2022 Q3	$380K	Buy	+10,016	New	+$446K	0.05%	209

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Icon Wealth Advisors's VZ Position: Q2 2026 in Review

Icon Wealth Advisors increased its Verizon (VZ) stake by 94% in Q2 2026, buying an estimated $811K and bringing the position to 35,722 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #145.

Icon Wealth Advisors first reported a position in VZ in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.11M in Q3 2024. 1,828 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Icon Wealth Advisors held 35,722 shares of Verizon worth $1.51M as of Q2 2026.
Icon Wealth Advisors bought 17,286 Verizon shares in Q2 2026, an estimated $811K.
Verizon made up 0.09% of Icon Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Icon Wealth Advisors first reported a position in Verizon in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Verizon position peaked at $3.11M in Q3 2024.
1,828 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.