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Milestone Asset Management Group’s Verizon VZ Stock Holding History

Milestone Asset Management Group’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 		$350K Sell
8,257
-93
-1% -$4.36K 0.18% 104
2026
Q1 		$419K Sell
8,350
-162
-2% -$7.51K 0.25% 79
2025
Q4 		$347K Sell
8,512
-3,457
-29% -$140K 0.2% 88
2025
Q3 		$526K Buy
11,969
+16
+0.1% +$693 0.33% 68
2025
Q2 		$517K Sell
11,953
-12,086
-50% -$523K 0.38% 64
2025
Q1 		$1.03M Buy
24,039
+11,938
+99% +$497K 0.93% 37
2024
Q4 		$484K Buy
+12,101
New +$510K 0.43% 57

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

Milestone Asset Management Group's VZ Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Verizon (VZ) stake by 1.1% in Q2 2026, selling an estimated $4.36K and leaving 8,257 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #104.

Milestone Asset Management Group first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2025. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Milestone Asset Management Group held 8,257 shares of Verizon worth $350K as of Q2 2026.
  • Milestone Asset Management Group sold 93 Verizon shares in Q2 2026, an estimated $4.36K.
  • Verizon made up 0.18% of Milestone Asset Management Group's portfolio in Q2 2026, its #104 holding.
  • Milestone Asset Management Group first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Verizon position peaked at $1.03M in Q1 2025.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.