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MOKAN Wealth Management’s Verizon VZ Stock Holding History

MOKAN 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 		$960K Buy
22,680
+7,941
+54% +$373K 0.37% 58
2026
Q1 		$740K Sell
14,739
-1,522
-9% -$70.5K 0.33% 53
2025
Q4 		$662K Sell
16,261
-1,403
-8% -$56.9K 0.29% 57
2025
Q3 		$776K Buy
17,664
+1,229
+7% +$53.2K 0.39% 53
2025
Q2 		$711K Buy
16,435
+1,405
+9% +$60.8K 0.4% 55
2025
Q1 		$682K Buy
15,030
+301
+2% +$12.5K 0.41% 53
2024
Q4 		$589K Buy
+14,729
New +$621K 0.37% 53

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

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

MOKAN Wealth Management increased its Verizon (VZ) stake by 54% in Q2 2026, buying an estimated $373K and bringing the position to 22,680 shares worth $960K. The position accounts for 0.37% of the portfolio, ranked #58.

MOKAN Wealth Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. 1,564 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • MOKAN Wealth Management held 22,680 shares of Verizon worth $960K as of Q2 2026.
  • MOKAN Wealth Management bought 7,941 Verizon shares in Q2 2026, an estimated $373K.
  • Verizon made up 0.37% of MOKAN Wealth Management's portfolio in Q2 2026, its #58 holding.
  • MOKAN Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • 1,564 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.