Milestone Asset Management’s Verizon VZ Stock Holding History

Milestone Asset Management’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	$2.68M	Buy	63,359 +13,879	+28%	+$651K	0.42%	72
2026 Q1	$2.48M	Buy	49,480 +44,075	+815%	+$2.04M	0.46%	64
2025 Q4	$220K	Sell	5,405 -1,960	-27%	-$79.5K	0.04%	202
2025 Q3	$324K	Sell	7,365 -8,795	-54%	-$381K	0.06%	187
2025 Q2	$699K	Sell	16,160 -1,531	-9%	-$66.3K	0.15%	115
2025 Q1	$802K	Sell	17,691 -45,826	-72%	-$1.91M	0.17%	103
2024 Q4	$2.54M	Buy	63,517 +22,988	+57%	+$970K	0.56%	45
2024 Q3	$1.82M	Buy	+40,529	New	+$1.69M	0.41%	52

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Milestone Asset Management increased its Verizon (VZ) stake by 28% in Q2 2026, buying an estimated $651K and bringing the position to 63,359 shares worth $2.68M. The position accounts for 0.42% of the portfolio, ranked #72.

Milestone Asset Management first reported a position in VZ in Q3 2024 and has held it in 8 quarters since. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Milestone Asset Management held 63,359 shares of Verizon worth $2.68M as of Q2 2026.
Milestone Asset Management bought 13,879 Verizon shares in Q2 2026, an estimated $651K.
Verizon made up 0.42% of Milestone Asset Management's portfolio in Q2 2026, its #72 holding.
Milestone Asset Management first reported a position in Verizon in Q3 2024 and has held it in 8 quarters since.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.