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Independent Solutions Wealth Management’s Verizon VZ Stock Holding History

Independent Solutions Wealth 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 		$1.59M Buy
37,488
+143
+0.4% +$6.71K 0.21% 110
2026
Q1 		$1.87M Buy
37,345
+830
+2% +$38.5K 0.28% 96
2025
Q4 		$1.49M Sell
36,515
-1,851
-5% -$75.1K 0.27% 100
2025
Q3 		$1.69M Buy
38,366
+1,863
+5% +$80.6K 0.3% 94
2025
Q2 		$1.58M Buy
36,503
+2,293
+7% +$99.3K 0.31% 95
2025
Q1 		$1.55M Sell
34,210
-1,960
-5% -$81.6K 0.35% 90
2024
Q4 		$1.45M Buy
36,170
+1,180
+3% +$49.8K 0.32% 95
2024
Q3 		$1.57M Sell
34,990
-1,437
-4% -$60K 0.36% 83
2024
Q2 		$1.5M Sell
36,427
-153
-0.4% -$6.17K 0.34% 87
2024
Q1 		$1.53M Buy
36,580
+636
+2% +$25.7K 0.36% 78
2023
Q4 		$1.36M Buy
35,944
+2,195
+7% +$77.7K 0.35% 79
2023
Q3 		$1.09M Buy
33,749
+1,803
+6% +$60.9K 0.28% 85
2023
Q2 		$1.19M Buy
31,946
+3,563
+13% +$132K 0.3% 77
2023
Q1 		$1.1M Buy
28,383
+1,367
+5% +$53.9K 0.33% 77
2022
Q4 		$1.06M Sell
27,016
-13,066
-33% -$492K 0.32% 77
2022
Q3 		$1.52M Buy
40,082
+4,598
+13% +$205K 0.5% 53
2022
Q2 		$1.8M Sell
35,484
-1,781
-5% -$90.1K 0.56% 47
2022
Q1 		$1.9M Buy
37,265
+5,715
+18% +$303K 0.45% 54
2021
Q4 		$1.64M Buy
31,550
+2,883
+10% +$150K 0.39% 67
2021
Q3 		$1.55M Buy
28,667
+3,216
+13% +$178K 0.38% 64
2021
Q2 		$1.43M Buy
25,451
+18,630
+273% +$1.07M 0.35% 68
2021
Q1 		$397K Sell
6,821
-919
-12% -$51.9K 0.11% 133
2020
Q4 		$455K Sell
7,740
-291
-4% -$17.3K 0.14% 114
2020
Q3 		$478K Buy
8,031
+724
+10% +$42.1K 0.18% 95
2020
Q2 		$403K Sell
7,307
-67
-0.9% -$3.77K 0.17% 102
2020
Q1 		$396K Sell
7,374
-519
-7% -$29.7K 0.22% 81
2019
Q4 		$485K Buy
+7,893
New +$476K 0.21% 93

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Independent Solutions Wealth Management's VZ Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Verizon (VZ) stake by 0.38% in Q2 2026, buying an estimated $6.71K and bringing the position to 37,488 shares worth $1.59M. The position accounts for 0.21% of the portfolio, ranked #110.

Independent Solutions Wealth Management first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.9M in Q1 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Independent Solutions Wealth Management held 37,488 shares of Verizon worth $1.59M as of Q2 2026.
  • Independent Solutions Wealth Management bought 143 Verizon shares in Q2 2026, an estimated $6.71K.
  • Verizon made up 0.21% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Independent Solutions Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Verizon position peaked at $1.9M in Q1 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.