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Kozak & Associates’s Verizon VZ Stock Holding History

Kozak & Associates’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 		$25.7K Buy
612
+9
+1% +$422 ﹤0.01% 186
2026
Q1 		$27.4K Buy
603
+158
+36% +$7.32K 0.01% 179
2025
Q4 		$18K Hold
445
– – ﹤0.01% 204
2025
Q3 		$18.3K Sell
445
-25
-5% -$1.08K ﹤0.01% 199
2025
Q2 		$20K Buy
470
+7
+2% +$303 ﹤0.01% 193
2025
Q1 		$20.5K Buy
463
+8
+2% +$333 0.01% 170
2024
Q4 		$18.3K Sell
455
-35
-7% -$1.48K ﹤0.01% 184
2024
Q3 		$21.5K Buy
490
+8
+2% +$334 0.01% 180
2024
Q2 		$19.8K Hold
482
– – ﹤0.01% 174
2024
Q1 		$19.4K Sell
482
-339
-41% -$13.7K 0.01% 181
2023
Q4 		$32.3K Sell
821
-31
-4% -$1.1K 0.01% 159
2023
Q3 		$26.3K Buy
852
+12
+1% +$405 0.01% 176
2023
Q2 		$31.3K Sell
840
-72
-8% -$2.67K 0.01% 167
2023
Q1 		$35.5K Buy
912
+11
+1% +$434 0.02% 164
2022
Q4 		$36K Sell
901
-44
-5% -$1.66K 0.02% 164
2022
Q3 		$34K Sell
945
-959
-50% -$42.7K 0.02% 163
2022
Q2 		$97K Buy
1,904
+9
+0.5% +$455 0.06% 107
2022
Q1 		$101K Hold
1,895
– – 0.06% 114
2021
Q4 		$101K Buy
1,895
+138
+8% +$7.2K 0.06% 114
2021
Q3 		$92K Buy
+1,757
New +$97.2K 0.05% 118

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kozak & Associates's VZ Position: Q2 2026 in Review

Kozak & Associates increased its Verizon (VZ) stake by 1.5% in Q2 2026, buying an estimated $422 and bringing the position to 612 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Kozak & Associates first reported a position in VZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $101K in Q1 2022. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Kozak & Associates held 612 shares of Verizon worth $25.7K as of Q2 2026.
  • Kozak & Associates bought 9 Verizon shares in Q2 2026, an estimated $422.
  • Verizon made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #186 holding.
  • Kozak & Associates first reported a position in Verizon in Q3 2021 and has held it in 20 quarters since.
  • Kozak & Associates's Verizon position peaked at $101K in Q1 2022.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.