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Independent Wealth Network’s Verizon VZ Stock Holding History

Independent Wealth Network’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 		$442K Sell
10,447
-168
-2% -$7.88K 0.11% 199
2026
Q1 		$533K Sell
10,615
-1,025
-9% -$47.5K 0.16% 156
2025
Q4 		$474K Sell
11,640
-28
-0.2% -$1.14K 0.14% 161
2025
Q3 		$513K Sell
11,668
-117
-1% -$5.07K 0.16% 144
2025
Q2 		$510K Buy
11,785
+155
+1% +$6.71K 0.19% 137
2025
Q1 		$528K Sell
11,630
-103
-0.9% -$4.29K 0.21% 123
2024
Q4 		$469K Buy
11,733
+627
+6% +$26.4K 0.19% 133
2024
Q3 		$499K Sell
11,106
-181
-2% -$7.55K 0.22% 118
2024
Q2 		$465K Sell
11,287
-1,821
-14% -$73.4K 0.22% 124
2024
Q1 		$550K Buy
13,108
+2,428
+23% +$97.9K 0.26% 107
2023
Q4 		$403K Buy
10,680
+2,001
+23% +$70.8K 0.21% 122
2023
Q3 		$281K Buy
8,679
+435
+5% +$14.7K 0.17% 145
2023
Q2 		$307K Buy
8,244
+127
+2% +$4.7K 0.18% 146
2023
Q1 		$316K Buy
8,117
+2
+0% +$79 0.2% 131
2022
Q4 		$320K Sell
8,115
-32
-0.4% -$1.21K 0.22% 117
2022
Q3 		$309K Buy
8,147
+559
+7% +$24.9K 0.24% 116
2022
Q2 		$385K Sell
7,588
-30
-0.4% -$1.52K 0.28% 94
2022
Q1 		$388K Buy
7,618
+600
+9% +$31.8K 0.25% 111
2021
Q4 		$365K Buy
7,018
+256
+4% +$13.4K 0.22% 119
2021
Q3 		$358K Buy
+6,762
New +$374K 0.23% 118

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

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

Independent Wealth Network reduced its Verizon (VZ) stake by 1.6% in Q2 2026, selling an estimated $7.88K and leaving 10,447 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #199.

Independent Wealth Network first reported a position in VZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $550K in Q1 2024. 1,752 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Independent Wealth Network held 10,447 shares of Verizon worth $442K as of Q2 2026.
  • Independent Wealth Network sold 168 Verizon shares in Q2 2026, an estimated $7.88K.
  • Verizon made up 0.11% of Independent Wealth Network's portfolio in Q2 2026, its #199 holding.
  • Independent Wealth Network first reported a position in Verizon in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Verizon position peaked at $550K in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.