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Innovative Asset Advisors Group’s Verizon VZ Stock Holding History

Innovative Asset Advisors Group’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 		$388K Sell
9,175
-364
-4% -$17.1K 0.17% 107
2026
Q1 		$479K Buy
+9,539
New +$442K 0.28% 71

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Asset Advisors Group's VZ Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Verizon (VZ) stake by 3.8% in Q2 2026, selling an estimated $17.1K and leaving 9,175 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #107.

Innovative Asset Advisors Group first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $479K in Q1 2026. 3,018 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Innovative Asset Advisors Group held 9,175 shares of Verizon worth $388K as of Q2 2026.
  • Innovative Asset Advisors Group sold 364 Verizon shares in Q2 2026, an estimated $17.1K.
  • Verizon made up 0.17% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #107 holding.
  • Innovative Asset Advisors Group first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Verizon position peaked at $479K in Q1 2026.
  • 3,018 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.