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Modern Wealth Management’s Verizon VZ Stock Holding History

Modern 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 		$6.09M Buy
143,736
+48,949
+52% +$2.3M 0.07% 237
2026
Q1 		$4.68M Buy
94,787
+10,055
+12% +$466K 0.08% 206
2025
Q4 		$3.45M Buy
84,732
+9,278
+12% +$376K 0.06% 231
2025
Q3 		$3.32M Buy
75,454
+17,508
+30% +$758K 0.07% 230
2025
Q2 		$2.51M Buy
57,946
+8,049
+16% +$349K 0.06% 241
2025
Q1 		$2.26M Buy
49,897
+6,676
+15% +$278K 0.07% 196
2024
Q4 		$1.73M Buy
43,221
+4,042
+10% +$171K 0.06% 196
2024
Q3 		$1.76M Buy
39,179
+3,522
+10% +$147K 0.11% 123
2024
Q2 		$1.47M Buy
35,657
+21,183
+146% +$854K 0.11% 114
2024
Q1 		$607K Buy
14,474
+2,383
+20% +$96.1K 0.06% 155
2023
Q4 		$456K Buy
+12,091
New +$428K 0.06% 97

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Verizon (VZ) stake by 52% in Q2 2026, buying an estimated $2.3M and bringing the position to 143,736 shares worth $6.09M. The position accounts for 0.07% of the portfolio, ranked #237.

Modern Wealth Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Modern Wealth Management held 143,736 shares of Verizon worth $6.09M as of Q2 2026.
  • Modern Wealth Management bought 48,949 Verizon shares in Q2 2026, an estimated $2.3M.
  • Verizon made up 0.07% of Modern Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Modern Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.