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Kestra Private Wealth Services’s Verizon VZ Stock Holding History

Kestra Private Wealth Services’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 		$14.2M Sell
336,309
-6,779
-2% -$318K 0.16% 147
2026
Q1 		$17.2M Sell
343,088
-324
-0.1% -$15K 0.21% 102
2025
Q4 		$14M Buy
343,412
+20,246
+6% +$821K 0.17% 130
2025
Q3 		$14.2M Sell
323,166
-7,447
-2% -$322K 0.19% 123
2025
Q2 		$14.3M Sell
330,613
-12,722
-4% -$551K 0.21% 108
2025
Q1 		$15.6M Buy
343,335
+7,292
+2% +$304K 0.26% 81
2024
Q4 		$13.4M Buy
336,043
+27,138
+9% +$1.14M 0.23% 93
2024
Q3 		$13.9M Buy
308,905
+2,359
+0.8% +$98.5K 0.25% 83
2024
Q2 		$12.6M Buy
306,546
+19,081
+7% +$769K 0.25% 87
2024
Q1 		$12.1M Buy
287,465
+598
+0.2% +$24.1K 0.27% 87
2023
Q4 		$10.8M Buy
286,867
+517
+0.2% +$18.3K 0.28% 91
2023
Q3 		$9.28M Buy
286,350
+32,033
+13% +$1.08M 0.29% 87
2023
Q2 		$9.46M Sell
254,317
-2,110
-0.8% -$78.1K 0.32% 77
2023
Q1 		$9.97M Buy
256,427
+40,975
+19% +$1.62M 0.4% 63
2022
Q4 		$8.49M Sell
215,452
-7,218
-3% -$272K 0.43% 59
2022
Q3 		$8.46M Buy
222,670
+10,198
+5% +$454K 0.49% 41
2022
Q2 		$10.8M Buy
212,472
+10,265
+5% +$519K 0.62% 27
2022
Q1 		$10.3M Buy
202,207
+8,139
+4% +$431K 0.51% 35
2021
Q4 		$10.1M Sell
194,068
-26,540
-12% -$1.38M 0.48% 35
2021
Q3 		$11.9M Buy
220,608
+3,462
+2% +$192K 0.66% 22
2021
Q2 		$12.2M Buy
217,146
+11,697
+6% +$671K 0.74% 16
2021
Q1 		$11.9M Buy
205,449
+27,853
+16% +$1.57M 0.83% 13
2020
Q4 		$10.3M Buy
177,596
+4,567
+3% +$271K 0.76% 17
2020
Q3 		$10.3M Buy
+173,029
New +$10.1M 0.89% 11

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Private Wealth Services's VZ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Verizon (VZ) stake by 2% in Q2 2026, selling an estimated $318K and leaving 336,309 shares worth $14.2M. The position accounts for 0.16% of the portfolio, ranked #147.

Kestra Private Wealth Services first reported a position in VZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.2M in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Kestra Private Wealth Services held 336,309 shares of Verizon worth $14.2M as of Q2 2026.
  • Kestra Private Wealth Services sold 6,779 Verizon shares in Q2 2026, an estimated $318K.
  • Verizon made up 0.16% of Kestra Private Wealth Services's portfolio in Q2 2026, its #147 holding.
  • Kestra Private Wealth Services first reported a position in Verizon in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Verizon position peaked at $17.2M in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.