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Marshall Financial Group (Maryland)’s Verizon VZ Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.24M Buy
76,490
+1,514
+2% +$71K 0.47% 45
2026
Q1 		$3.76M Sell
74,976
-311
-0.4% -$14.4K 0.6% 32
2025
Q4 		$3.07M Buy
75,287
+1,734
+2% +$70.3K 0.6% 29
2025
Q3 		$3.23M Buy
73,553
+1,491
+2% +$64.5K 0.63% 31
2025
Q2 		$3.08M Sell
72,062
-210
-0.3% -$9.09K 0.6% 32
2025
Q1 		$3.28M Buy
72,272
+250
+0.3% +$10.4K 0.72% 27
2024
Q4 		$2.88M Buy
72,022
+868
+1% +$36.6K 0.7% 31
2024
Q3 		$3.2M Buy
71,154
+979
+1% +$40.9K 0.76% 25
2024
Q2 		$2.89M Sell
70,175
-4,434
-6% -$179K 0.81% 24
2024
Q1 		$3.13M Buy
74,609
+1,424
+2% +$57.4K 0.9% 20
2023
Q4 		$2.76M Sell
73,185
-5,996
-8% -$212K 0.89% 22
2023
Q3 		$2.57M Sell
79,181
-384
-0.5% -$13K 0.93% 23
2023
Q2 		$2.96M Buy
79,565
+1,519
+2% +$56.2K 1.01% 21
2023
Q1 		$3.04M Buy
78,046
+19,058
+32% +$752K 1.09% 21
2022
Q4 		$2.32M Buy
58,988
+5,632
+11% +$212K 0.9% 29
2022
Q3 		$2.03M Buy
53,356
+1,959
+4% +$87.2K 0.86% 24
2022
Q2 		$2.61M Buy
51,397
+12,207
+31% +$617K 1.04% 16
2022
Q1 		$2M Buy
39,190
+654
+2% +$34.6K 0.82% 20
2021
Q4 		$2M Buy
38,536
+20,827
+118% +$1.09M 0.74% 25
2021
Q3 		$956K Buy
17,709
+2,150
+14% +$119K 0.49% 63
2021
Q2 		$872K Buy
15,559
+2,580
+20% +$148K 0.47% 67
2021
Q1 		$755K Buy
12,979
+2,135
+20% +$120K 0.45% 77
2020
Q4 		$637K Buy
+10,844
New +$644K 0.42% 81

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

Marshall Financial Group (Maryland)'s VZ Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Verizon (VZ) stake by 2% in Q2 2026, buying an estimated $71K and bringing the position to 76,490 shares worth $3.24M. The position accounts for 0.47% of the portfolio, ranked #45.

Marshall Financial Group (Maryland) first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.76M in Q1 2026. 1,677 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Marshall Financial Group (Maryland) held 76,490 shares of Verizon worth $3.24M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1,514 Verizon shares in Q2 2026, an estimated $71K.
  • Verizon made up 0.47% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #45 holding.
  • Marshall Financial Group (Maryland) first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Verizon position peaked at $3.76M in Q1 2026.
  • 1,677 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.