Marshall & Sterling Wealth Advisors’s Verizon VZ Stock Holding History

Marshall & Sterling 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	$14.4K	Sell	340 -489	-59%	-$22.9K	0.01%	224
2026 Q1	$41.6K	Buy	829 +3	+0.4%	+$139	0.03%	153
2025 Q4	$33.6K	Sell	826 -212	-20%	-$8.6K	0.02%	166
2025 Q3	$45.5K	Buy	1,038 +10	+1%	+$433	0.03%	182
2025 Q2	$44.4K	Sell	1,028 -131	-11%	-$5.67K	0.03%	178
2025 Q1	$52.6K	Buy	1,159 +134	+13%	+$5.58K	0.04%	149
2024 Q4	$41K	Buy	+1,025	New	+$43.2K	0.03%	144

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

Marshall & Sterling Wealth Advisors's VZ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Verizon (VZ) stake by 59% in Q2 2026, selling an estimated $22.9K and leaving 340 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #224.

Marshall & Sterling Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.6K in Q1 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Marshall & Sterling Wealth Advisors held 340 shares of Verizon worth $14.4K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 489 Verizon shares in Q2 2026, an estimated $22.9K.
Verizon made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Marshall & Sterling Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Verizon position peaked at $52.6K in Q1 2025.
1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.