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Invested Advisors’s Verizon VZ Stock Holding History

Invested 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 		$537K Sell
12,672
-920
-7% -$43.2K 0.47% 54
2026
Q1 		$682K Sell
13,592
-246
-2% -$11.4K 0.69% 35
2025
Q4 		$564K Buy
13,838
+558
+4% +$22.6K 0.58% 40
2025
Q3 		$517K Buy
+13,280
New +$575K 0.75% 34

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Invested Advisors's VZ Position: Q2 2026 in Review

Invested Advisors reduced its Verizon (VZ) stake by 6.8% in Q2 2026, selling an estimated $43.2K and leaving 12,672 shares worth $537K. The position accounts for 0.47% of the portfolio, ranked #54.

Invested Advisors first reported a position in VZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $682K in Q1 2026. 1,828 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Invested Advisors held 12,672 shares of Verizon worth $537K as of Q2 2026.
  • Invested Advisors sold 920 Verizon shares in Q2 2026, an estimated $43.2K.
  • Verizon made up 0.47% of Invested Advisors's portfolio in Q2 2026, its #54 holding.
  • Invested Advisors first reported a position in Verizon in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Verizon position peaked at $682K in Q1 2026.
  • 1,828 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.