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Invera Wealth Advisors’s Verizon VZ Stock Holding History

Invera 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 		$500K Buy
11,820
+1,258
+12% +$59K 0.27% 79
2026
Q1 		$530K Buy
10,562
+42
+0.4% +$1.95K 0.34% 69
2025
Q4 		$428K Buy
10,520
+128
+1% +$5.19K 0.27% 73
2025
Q3 		$457K Sell
10,392
-328
-3% -$14.2K 0.28% 72
2025
Q2 		$464K Sell
10,720
-3,701
-26% -$160K 0.3% 71
2025
Q1 		$654K Sell
14,421
-2,616
-15% -$109K 0.42% 74
2024
Q4 		$667K Buy
17,037
+369
+2% +$15.6K 0.66% 35
2024
Q3 		$678K Buy
16,668
+592
+4% +$24.7K 0.67% 34
2024
Q2 		$663K Buy
16,076
+3,154
+24% +$127K 0.68% 34
2024
Q1 		$519K Buy
12,922
+5,814
+82% +$235K 0.44% 50
2023
Q4 		$268K Buy
+7,108
New +$251K 0.17% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Invera Wealth Advisors increased its Verizon (VZ) stake by 12% in Q2 2026, buying an estimated $59K and bringing the position to 11,820 shares worth $500K. The position accounts for 0.27% of the portfolio, ranked #79.

Invera Wealth Advisors first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $678K in Q3 2024. 3,151 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Invera Wealth Advisors held 11,820 shares of Verizon worth $500K as of Q2 2026.
  • Invera Wealth Advisors bought 1,258 Verizon shares in Q2 2026, an estimated $59K.
  • Verizon made up 0.27% of Invera Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Invera Wealth Advisors first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Invera Wealth Advisors's Verizon position peaked at $678K in Q3 2024.
  • 3,151 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.