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MinichMacGregor Wealth Management’s Verizon VZ Stock Holding History

MinichMacGregor 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 		– Sell
-4,002
Closed -$201K – 170
2026
Q1 		$201K Buy
+4,002
New +$185K 0.04% 133
2025
Q3 		– Sell
-5,501
Closed -$238K – 153
2025
Q2 		$238K Buy
+5,501
New +$238K 0.05% 111
2023
Q1 		– Sell
-4,283
Closed -$169K – 648
2022
Q4 		$169K Buy
+4,283
New +$161K 0.06% 89
2021
Q2 		– Sell
-3,472
Closed -$201K – 91
2021
Q1 		$201K Sell
3,472
-710
-17% -$40.1K 0.08% 77
2020
Q4 		$245K Buy
4,182
+484
+13% +$28.7K 0.1% 71
2020
Q3 		$220K Buy
+3,698
New +$215K 0.1% 56
2020
Q2 		– Sell
-8,834
Closed -$503K – 118
2020
Q1 		$503K Buy
8,834
+3,014
+52% +$172K 0.45% 59
2019
Q4 		$357K Sell
5,820
-2,261
-28% -$136K 0.2% 41
2019
Q3 		$487K Buy
8,081
+153
+2% +$8.81K 0.33% 37
2019
Q2 		$449K Buy
7,928
+438
+6% +$25.2K 0.31% 34
2019
Q1 		$442K Sell
7,490
-18,072
-71% -$1.02M 0.33% 34
2018
Q4 		$1.26M Buy
25,562
+19,242
+304% +$1.09M 0.87% 46
2018
Q3 		$340K Sell
6,320
-1,339
-17% -$70.9K 0.22% 32
2018
Q2 		$386K Sell
7,659
-1,574
-17% -$76.2K 0.27% 30
2018
Q1 		$441K Buy
9,233
+519
+6% +$26.1K 0.34% 26
2017
Q4 		$461K Buy
8,714
+709
+9% +$34.9K 0.36% 25
2017
Q3 		$396K Sell
8,005
-230
-3% -$10.8K 0.33% 25
2017
Q2 		$367K Sell
8,235
-533
-6% -$24.8K 0.32% 26
2017
Q1 		$427K Buy
8,768
+606
+7% +$30.4K 0.38% 26
2016
Q4 		$435K Buy
8,162
+509
+7% +$25.4K 0.41% 26
2016
Q3 		$397K Sell
7,653
-190
-2% -$10.2K 0.37% 27
2016
Q2 		$437K Buy
7,843
+389
+5% +$20.2K 0.41% 25
2016
Q1 		$403K Sell
7,454
-1,307
-15% -$65.4K 0.39% 26
2015
Q4 		$433K Buy
+8,761
New +$398K 0.4% 28

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,002 shares — an estimated $201K sold.

MinichMacGregor Wealth Management first reported a position in VZ in Q4 2015 and held it in 24 quarters. The position peaked at $1.26M in Q4 2018. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • MinichMacGregor Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4,002 Verizon shares in Q2 2026, an estimated $201K.
  • MinichMacGregor Wealth Management first reported a position in Verizon in Q4 2015 and held it in 24 quarters.
  • MinichMacGregor Wealth Management's Verizon position peaked at $1.26M in Q4 2018.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.