Key Financial Inc’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.03M Sell
24,394
-6,866
-22% -$322K 0.17% 112
2026
Q1
$1.57M Sell
31,260
-139
-0.4% -$6.44K 0.28% 66
2025
Q4
$1.28M Sell
31,399
-264
-0.8% -$10.7K 0.23% 83
2025
Q3
$1.39M Buy
31,663
+1,621
+5% +$70.2K 0.26% 77
2025
Q2
$1.3M Buy
30,042
+21
+0.1% +$909 0.26% 70
2025
Q1
$1.36M Sell
30,021
-1,940
-6% -$80.8K 0.3% 63
2024
Q4
$1.28M Buy
31,961
+3,451
+12% +$146K 0.29% 64
2024
Q3
$1.28M Sell
28,510
-1
-0% -$42 0.28% 63
2024
Q2
$1.18M Buy
28,511
+21
+0.1% +$846 0.28% 64
2024
Q1
$1.2M Buy
28,490
+21
+0.1% +$847 0.3% 61
2023
Q4
$1.07M Sell
28,469
-880
-3% -$31.1K 0.29% 66
2023
Q3
$951K Buy
29,349
+23
+0.1% +$777 0.32% 62
2023
Q2
$1.09M Sell
29,326
-3,007
-9% -$111K 0.36% 54
2023
Q1
$1.26M Buy
32,333
+4,206
+15% +$166K 0.46% 43
2022
Q4
$1.07M Hold
28,127
0.5% 40
2022
Q3
$1.07M Buy
28,127
+18,259
+185% +$813K 0.5% 40
2022
Q2
$510K Buy
9,868
+245
+3% +$12.4K 0.28% 70
2022
Q1
$490K Sell
9,623
-3,588
-27% -$190K 0.24% 78
2021
Q4
$686K Sell
13,211
-859
-6% -$44.8K 0.34% 55
2021
Q3
$760K Buy
14,070
+518
+4% +$28.7K 0.43% 42
2021
Q2
$756K Hold
13,552
0.42% 45
2021
Q1
$788K Sell
13,552
-27
-0.2% -$1.52K 0.52% 32
2020
Q4
$798K Sell
13,579
-820
-6% -$48.7K 0.59% 32
2020
Q3
$857K Buy
14,399
+105
+0.7% +$6.1K 0.88% 27
2020
Q2
$782K Buy
14,294
+609
+4% +$34.3K 0.9% 25
2020
Q1
$749K Sell
13,685
-4,144
-23% -$237K 0.77% 23
2019
Q4
$1.09M Buy
+17,829
New +$1.08M 1.03% 21

Other funds holding VZ

Key Financial Inc's VZ Position: Q2 2026 in Review

Key Financial Inc reduced its Verizon (VZ) stake by 22% in Q2 2026, selling an estimated $322K and leaving 24,394 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #112.

Key Financial Inc first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.57M in Q1 2026. 1,380 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Key Financial Inc held 24,394 shares of Verizon worth $1.03M as of Q2 2026.
  • Key Financial Inc sold 6,866 Verizon shares in Q2 2026, an estimated $322K.
  • Verizon made up 0.17% of Key Financial Inc's portfolio in Q2 2026, its #112 holding.
  • Key Financial Inc first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Verizon position peaked at $1.57M in Q1 2026.
  • 1,380 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.