Johnson & White Wealth Management’s Verizon VZ Stock Holding History

Johnson & White Wealth Management’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	$625K	Sell	14,770 -124	-0.8%	-$5.82K	0.23%	71
2026 Q1	$748K	Sell	14,894 -494	-3%	-$22.9K	0.32%	64
2025 Q4	$627K	Buy	15,388 +150	+1%	+$6.08K	0.27%	68
2025 Q3	$670K	Buy	15,238 +6,726	+79%	+$291K	0.31%	65
2025 Q2	$368K	Buy	8,512 +388	+5%	+$16.8K	0.19%	77
2025 Q1	$369K	Buy	8,124 +208	+3%	+$8.66K	0.21%	72
2024 Q4	$318K	Sell	7,916 -1,392	-15%	-$58.7K	0.19%	76
2024 Q3	$418K	Buy	9,308 +1,130	+14%	+$47.2K	0.36%	39
2024 Q2	$337K	Buy	8,178 +3,148	+63%	+$127K	0.32%	40
2024 Q1	$211K	Buy	+5,030	New	+$203K	0.15%	83
2023 Q1	–	Sell	-25,609	Closed	-$848K	–	123
2022 Q4	$848K	Buy	+25,609	New	+$965K	0.85%	30

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Johnson & White Wealth Management's VZ Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Verizon (VZ) stake by 0.83% in Q2 2026, selling an estimated $5.82K and leaving 14,770 shares worth $625K. The position accounts for 0.23% of the portfolio, ranked #71.

Johnson & White Wealth Management first reported a position in VZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $848K in Q4 2022. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Johnson & White Wealth Management held 14,770 shares of Verizon worth $625K as of Q2 2026.
Johnson & White Wealth Management sold 124 Verizon shares in Q2 2026, an estimated $5.82K.
Verizon made up 0.23% of Johnson & White Wealth Management's portfolio in Q2 2026, its #71 holding.
Johnson & White Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 11 quarters since.
Johnson & White Wealth Management's Verizon position peaked at $848K in Q4 2022.
1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.