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Mindset Wealth Management’s Verizon VZ Stock Holding History

Mindset Wealth 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
Q3 		$311K Hold
6,785
– – 0.06% 136
2026
Q2 		$287K Buy
6,785
+1,200
+21% +$56.3K 0.06% 146
2026
Q1 		$280K Sell
5,585
-574
-9% -$26.6K 0.08% 128
2025
Q4 		$251K Buy
6,159
+74
+1% +$3K 0.07% 156
2025
Q3 		$267K Sell
6,085
-400
-6% -$17.3K 0.07% 135
2025
Q2 		$281K Buy
6,485
+1,300
+25% +$56.3K 0.09% 120
2025
Q1 		$235K Buy
+5,185
New +$216K 0.09% 126

Other funds holding VZ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Mindset Wealth Management's VZ Position: Q3 2026 in Review

Mindset Wealth Management held its Verizon (VZ) position steady in Q3 2026 at 6,785 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #136.

Mindset Wealth Management first reported a position in VZ in Q1 2025 and has held it in 7 quarters since. 741 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Mindset Wealth Management held 6,785 shares of Verizon worth $311K as of Q3 2026.
  • Mindset Wealth Management left its Verizon share count unchanged in Q3 2026.
  • Verizon made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Mindset Wealth Management first reported a position in Verizon in Q1 2025 and has held it in 7 quarters since.
  • 741 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.