Juncture Wealth Strategies’s Verizon VZ Stock Holding History

Juncture Wealth Strategies’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	$305K	Buy	7,193 +1,910	+36%	+$89.6K	0.08%	150
2026 Q1	$265K	Buy	5,283 +259	+5%	+$12K	0.09%	116
2025 Q4	$205K	Sell	5,024 -1,982	-28%	-$80.4K	0.07%	130
2025 Q3	$308K	Sell	7,006 -2,644	-27%	-$114K	0.1%	102
2025 Q2	$418K	Buy	9,650 +5,050	+110%	+$219K	0.15%	82
2025 Q1	$209K	Buy	+4,600	New	+$191K	0.08%	117

Other funds holding VZ

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Juncture Wealth Strategies's VZ Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Verizon (VZ) stake by 36% in Q2 2026, buying an estimated $89.6K and bringing the position to 7,193 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #150.

Juncture Wealth Strategies first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $418K in Q2 2025. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Juncture Wealth Strategies held 7,193 shares of Verizon worth $305K as of Q2 2026.
Juncture Wealth Strategies bought 1,910 Verizon shares in Q2 2026, an estimated $89.6K.
Verizon made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #150 holding.
Juncture Wealth Strategies first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
Juncture Wealth Strategies's Verizon position peaked at $418K in Q2 2025.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.