Independent Advisor Alliance’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.7M Sell
181,898
-42,494
-19% -$1.99M 0.18% 84
2026
Q1
$11.3M Buy
224,392
+2,158
+1% +$100K 0.12% 152
2025
Q4
$9.05M Buy
222,234
+7,669
+4% +$311K 0.22% 66
2025
Q3
$9.43M Buy
214,565
+4,140
+2% +$179K 0.25% 61
2025
Q2
$9.11M Buy
210,425
+1,867
+0.9% +$80.8K 0.26% 63
2025
Q1
$9.46M Buy
208,558
+10,642
+5% +$443K 0.31% 53
2024
Q4
$7.91M Buy
197,916
+17,691
+10% +$746K 0.1% 195
2024
Q3
$8.09M Sell
180,225
-4,070
-2% -$170K 0.29% 63
2024
Q2
$7.6M Buy
184,295
+10,773
+6% +$434K 0.26% 70
2024
Q1
$7.28M Buy
173,522
+2,129
+1% +$85.9K 0.26% 73
2023
Q4
$6.42M Sell
171,393
-6,048
-3% -$214K 0.23% 82
2023
Q3
$5.75M Sell
177,441
-13,753
-7% -$465K 0.26% 72
2023
Q2
$7.11M Buy
191,194
+3,079
+2% +$114K 0.31% 65
2023
Q1
$7.32M Sell
188,115
-12,637
-6% -$498K 0.35% 63
2022
Q4
$1.36M Sell
200,752
-7,930
-4% -$299K 0.47% 35
2022
Q3
$7.92M Buy
208,682
+25,933
+14% +$1.15M 0.46% 51
2022
Q2
$9.28M Buy
182,749
+16,930
+10% +$856K 0.52% 47
2022
Q1
$8.45M Sell
165,819
-2,083
-1% -$110K 0.41% 58
2021
Q4
$8.72M Sell
167,902
-6,476
-4% -$338K 0.43% 61
2021
Q3
$9.42M Buy
174,378
+4,297
+3% +$238K 0.52% 47
2021
Q2
$9.53M Sell
170,081
-5,746
-3% -$330K 0.52% 44
2021
Q1
$10.2M Buy
175,827
+6,221
+4% +$351K 0.61% 38
2020
Q4
$9.96M Buy
169,606
+6,411
+4% +$381K 0.68% 32
2020
Q3
$9.71M Sell
163,195
-42,960
-21% -$2.5M 0.74% 33
2020
Q2
$11.4M Sell
206,155
-5,033
-2% -$283K 1.22% 13
2020
Q1
$11.3M Buy
211,188
+21,207
+11% +$1.21M 1.65% 9
2019
Q4
$11.7M Sell
189,981
-1,050
-0.5% -$63.3K 0.51% 39
2019
Q3
$11.5M Sell
191,031
-8,806
-4% -$507K 1.41% 13
2019
Q2
$10.4M Sell
199,837
-8,978
-4% -$517K 1.5% 13
2019
Q1
$12.3M Buy
208,815
+57,527
+38% +$3.26M 1.74% 9
2018
Q4
$8.47M Buy
151,288
+41,095
+37% +$2.33M 1.5% 10
2018
Q3
$5.38M Buy
110,193
+1,332
+1% +$70.5K 0.97% 25
2018
Q2
$4.97M Buy
108,861
+4,014
+4% +$194K 1.04% 22
2018
Q1
$4.95M Buy
104,847
+3,152
+3% +$158K 1.1% 19
2017
Q4
$5.33M Sell
101,695
-232
-0.2% -$11.4K 1.19% 18
2017
Q3
$5M Buy
101,927
+11,185
+12% +$526K 1.37% 15
2017
Q2
$3.92M Buy
90,742
+15
+0% +$699 1.25% 19
2017
Q1
$4.45M Buy
90,727
+5,451
+6% +$273K 0.7% 35
2016
Q4
$4.5M Buy
+85,276
New +$4.26M 1.93% 10

Other funds holding VZ

Independent Advisor Alliance's VZ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Verizon (VZ) stake by 19% in Q2 2026, selling an estimated $1.99M and leaving 181,898 shares worth $7.7M. The position accounts for 0.18% of the portfolio, ranked #84.

Independent Advisor Alliance first reported a position in VZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.3M in Q1 2019. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Independent Advisor Alliance held 181,898 shares of Verizon worth $7.7M as of Q2 2026.
  • Independent Advisor Alliance sold 42,494 Verizon shares in Q2 2026, an estimated $1.99M.
  • Verizon made up 0.18% of Independent Advisor Alliance's portfolio in Q2 2026, its #84 holding.
  • Independent Advisor Alliance first reported a position in Verizon in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Verizon position peaked at $12.3M in Q1 2019.
  • 3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.