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Medallion Wealth Advisors’s Verizon VZ Stock Holding History

Medallion 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 		$304K Sell
7,168
-1,765
-20% -$82.8K 0.1% 187
2026
Q1 		$448K Sell
8,933
-744
-8% -$34.5K 0.15% 140
2025
Q4 		$394K Sell
9,677
-1,343
-12% -$54.5K 0.13% 151
2025
Q3 		$484K Sell
11,020
-151
-1% -$6.54K 0.17% 127
2025
Q2 		$486K Buy
11,171
+100
+0.9% +$4.33K 0.19% 123
2025
Q1 		$502K Buy
11,071
+409
+4% +$17K 0.23% 103
2024
Q4 		$449K Buy
+10,662
New +$450K 0.22% 101

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

Medallion Wealth Advisors's VZ Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Verizon (VZ) stake by 20% in Q2 2026, selling an estimated $82.8K and leaving 7,168 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #187.

Medallion Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $502K in Q1 2025. 3,155 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Medallion Wealth Advisors held 7,168 shares of Verizon worth $304K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,765 Verizon shares in Q2 2026, an estimated $82.8K.
  • Verizon made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Medallion Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Verizon position peaked at $502K in Q1 2025.
  • 3,155 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.