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Marin Bay Wealth Advisors’s Verizon VZ Stock Holding History

Marin Bay 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 		$477K Sell
11,271
-1,092
-9% -$51.2K 0.26% 67
2026
Q1 		$567K Buy
12,363
+4,284
+53% +$199K 0.34% 54
2025
Q4 		$329K Buy
+8,079
New +$328K 0.19% 75

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

Marin Bay Wealth Advisors's VZ Position: Q2 2026 in Review

Marin Bay Wealth Advisors reduced its Verizon (VZ) stake by 8.8% in Q2 2026, selling an estimated $51.2K and leaving 11,271 shares worth $477K. The position accounts for 0.26% of the portfolio, ranked #67.

Marin Bay Wealth Advisors first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Marin Bay Wealth Advisors held 11,271 shares of Verizon worth $477K as of Q2 2026.
  • Marin Bay Wealth Advisors sold 1,092 Verizon shares in Q2 2026, an estimated $51.2K.
  • Verizon made up 0.26% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Marin Bay Wealth Advisors first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's Verizon position peaked at $567K in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.