Kingswood Wealth Advisors’s Verizon VZ Stock Holding History

Kingswood Wealth Advisors’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	$4.73M	Buy	111,752 +12,512	+13%	+$587K	0.19%	123
2026 Q1	$4.98M	Buy	99,240 +6,570	+7%	+$304K	0.24%	98
2025 Q4	$3.77M	Buy	92,670 +30,510	+49%	+$1.24M	0.18%	128
2025 Q3	$2.73M	Buy	62,160 +8,806	+17%	+$381K	0.17%	140
2025 Q2	$2.31M	Sell	53,354 -4,958	-9%	-$215K	0.18%	122
2025 Q1	$2.65M	Sell	58,312 -6,322	-10%	-$263K	0.24%	98
2024 Q4	$2.58M	Sell	64,634 -15,770	-20%	-$665K	0.19%	115
2024 Q3	$3.61M	Buy	80,404 +10,277	+15%	+$429K	0.26%	88
2024 Q2	$2.89M	Buy	70,127 +16,222	+30%	+$654K	0.26%	82
2024 Q1	$2.26M	Sell	53,905 -20,890	-28%	-$843K	0.26%	88
2023 Q4	$2.82M	Buy	74,795 +53,515	+251%	+$1.89M	0.32%	66
2023 Q3	$2M	Sell	21,280 -4,562	-18%	-$154K	0.34%	77
2023 Q2	$961K	Buy	+25,842	New	+$956K	0.31%	85

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

Citigroup New York $303B AUM 53.02% 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

Kingswood Wealth Advisors's VZ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $587K and bringing the position to 111,752 shares worth $4.73M. The position accounts for 0.19% of the portfolio, ranked #123.

Kingswood Wealth Advisors first reported a position in VZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.98M in Q1 2026. 1,660 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Kingswood Wealth Advisors held 111,752 shares of Verizon worth $4.73M as of Q2 2026.
Kingswood Wealth Advisors bought 12,512 Verizon shares in Q2 2026, an estimated $587K.
Verizon made up 0.19% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Kingswood Wealth Advisors first reported a position in Verizon in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Verizon position peaked at $4.98M in Q1 2026.
1,660 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.