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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
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

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

Mindset Wealth Management's VZ Position: Q2 2026 in Review

Mindset Wealth Management increased its Verizon (VZ) stake by 21% in Q2 2026, buying an estimated $56.3K and bringing the position to 6,785 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #146.

Mindset Wealth Management first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Mindset Wealth Management held 6,785 shares of Verizon worth $287K as of Q2 2026.
  • Mindset Wealth Management bought 1,200 Verizon shares in Q2 2026, an estimated $56.3K.
  • Verizon made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Mindset Wealth Management first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.