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Laurel Oak Wealth Management’s Verizon VZ Stock Holding History

Laurel Oak Wealth 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 		$1.06M Buy
25,128
+3,109
+14% +$146K 0.16% 121
2026
Q1 		$1.11M Buy
22,019
+1,788
+9% +$82.9K 0.19% 96
2025
Q4 		$824K Buy
+20,231
New +$821K 0.14% 130

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Laurel Oak Wealth Management's VZ Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Verizon (VZ) stake by 14% in Q2 2026, buying an estimated $146K and bringing the position to 25,128 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #121.

Laurel Oak Wealth Management first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Laurel Oak Wealth Management held 25,128 shares of Verizon worth $1.06M as of Q2 2026.
  • Laurel Oak Wealth Management bought 3,109 Verizon shares in Q2 2026, an estimated $146K.
  • Verizon made up 0.16% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Laurel Oak Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Verizon position peaked at $1.11M in Q1 2026.
  • 1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.