Independent Wealth Advisors’s Verizon VZ Stock Holding History

Independent 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	–	Sell	-4,629	Closed	-$232K	–	80
2026 Q1	$232K	Buy	+4,629	New	+$215K	0.23%	66

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Independent Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,629 shares — an estimated $232K sold.

Independent Wealth Advisors first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Independent Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Independent Wealth Advisors sold 4,629 Verizon shares in Q2 2026, an estimated $232K.
Independent Wealth Advisors first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
Independent Wealth Advisors's Verizon position peaked at $232K in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.