Kestra Investment Management’s Verizon VZ Stock Holding History

Kestra Investment 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	$2.2M	Sell	52,002 -8,942	-15%	-$419K	0.04%	130
2026 Q1	$3.06M	Sell	60,944 -8,268	-12%	-$383K	0.05%	95
2025 Q4	$2.82M	Sell	69,212 -7,872	-10%	-$319K	0.07%	106
2025 Q3	$3.39M	Sell	77,084 -10,704	-12%	-$463K	0.09%	88
2025 Q2	$3.8M	Sell	87,788 -88,743	-50%	-$3.84M	0.12%	76
2025 Q1	$8.01M	Buy	176,531 +96,931	+122%	+$4.04M	0.25%	52
2024 Q4	$3.18M	Buy	79,600 +4,418	+6%	+$186K	0.13%	67
2024 Q3	$3.38M	Buy	+75,182	New	+$3.14M	0.15%	63

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Investment Management's VZ Position: Q2 2026 in Review

Kestra Investment Management reduced its Verizon (VZ) stake by 15% in Q2 2026, selling an estimated $419K and leaving 52,002 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #130.

Kestra Investment Management first reported a position in VZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.01M in Q1 2025. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Kestra Investment Management held 52,002 shares of Verizon worth $2.2M as of Q2 2026.
Kestra Investment Management sold 8,942 Verizon shares in Q2 2026, an estimated $419K.
Verizon made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #130 holding.
Kestra Investment Management first reported a position in Verizon in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Verizon position peaked at $8.01M in Q1 2025.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.