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IVC Wealth Advisors’s Verizon VZ Stock Holding History

IVC 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
-5,684
Closed -$285K – 185
2026
Q1 		$285K Sell
5,684
-800
-12% -$37.1K 0.12% 140
2025
Q4 		$264K Sell
6,484
-17
-0.3% -$690 0.11% 148
2025
Q3 		$286K Sell
6,501
-2,241
-26% -$97K 0.13% 138
2025
Q2 		$378K Sell
8,742
-799
-8% -$34.6K 0.18% 103
2025
Q1 		$433K Buy
9,541
+332
+4% +$13.8K 0.23% 87
2024
Q4 		$368K Sell
9,209
-2,774
-23% -$117K 0.21% 94
2024
Q3 		$538K Sell
11,983
-229
-2% -$9.56K 0.29% 72
2024
Q2 		$504K Buy
12,212
+240
+2% +$9.67K 0.28% 81
2024
Q1 		$502K Sell
11,972
-5,121
-30% -$207K 0.29% 81
2023
Q4 		$644K Sell
17,093
-865
-5% -$30.6K 0.4% 63
2023
Q3 		$582K Sell
17,958
-5,752
-24% -$194K 0.39% 66
2023
Q2 		$882K Sell
23,710
-256
-1% -$9.47K 0.56% 50
2023
Q1 		$932K Sell
23,966
-8,040
-25% -$317K 0.66% 38
2022
Q4 		$953K Buy
32,006
+10,844
+51% +$409K 0.7% 40
2022
Q3 		$804K Buy
21,162
+168
+0.8% +$7.48K 0.65% 43
2022
Q2 		$1.06M Buy
20,994
+278
+1% +$14.1K 0.82% 29
2022
Q1 		$1.05M Sell
20,716
-746
-3% -$39.5K 0.69% 35
2021
Q4 		$1.11M Sell
21,462
-513
-2% -$26.8K 0.72% 35
2021
Q3 		$1.19M Buy
21,975
+148
+0.7% +$8.19K 0.82% 32
2021
Q2 		$1.22M Buy
21,827
+107
+0.5% +$6.14K 0.86% 29
2021
Q1 		$1.26M Buy
21,720
+1,002
+5% +$56.5K 0.99% 26
2020
Q4 		$1.22M Buy
+20,718
New +$1.23M 1.16% 18

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

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

IVC Wealth Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,684 shares — an estimated $285K sold.

IVC Wealth Advisors first reported a position in VZ in Q4 2020 and held it in 22 quarters. The position peaked at $1.26M in Q1 2021. 1,752 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • IVC Wealth Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 5,684 Verizon shares in Q2 2026, an estimated $285K.
  • IVC Wealth Advisors first reported a position in Verizon in Q4 2020 and held it in 22 quarters.
  • IVC Wealth Advisors's Verizon position peaked at $1.26M in Q1 2021.
  • 1,752 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.