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Morningstar Investment Management’s Verizon VZ Stock Holding History

Morningstar Investment 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 		$4.06M Hold
80,968
– – 0.25% 95
2026
Q1 		$4.06M Sell
80,968
-54,024
-40% -$2.5M 0.25% 95
2025
Q4 		$5.5M Buy
134,992
+17,188
+15% +$697K 0.32% 70
2025
Q3 		$5.18M Sell
117,804
-89,774
-43% -$3.89M 0.19% 139
2025
Q2 		$8.98M Buy
207,578
+53,137
+34% +$2.3M 0.79% 21
2025
Q1 		$7M Sell
154,441
-17,169
-10% -$715K 0.6% 23
2024
Q4 		$6.86M Sell
171,610
-33,409
-16% -$1.41M 0.54% 23
2024
Q3 		$8.86M Sell
205,019
-7,886
-4% -$329K 0.88% 19
2024
Q2 		$8.78M Sell
212,905
-14,231
-6% -$574K 0.92% 17
2024
Q1 		$9.53M Sell
227,136
-43,841
-16% -$1.77M 1.03% 15
2023
Q4 		$10.2M Buy
270,977
+4,761
+2% +$168K 1.17% 14
2023
Q3 		$8.63M Buy
266,216
+1,833
+0.7% +$61.9K 1.18% 16
2023
Q2 		$9.83M Buy
264,383
+48,081
+22% +$1.78M 1.31% 19
2023
Q1 		$8.41M Buy
216,302
+67,170
+45% +$2.65M 1.24% 19
2022
Q4 		$5.88M Buy
+149,132
New +$5.62M 0.99% 23

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morningstar Investment Management's VZ Position: Q2 2026 in Review

Morningstar Investment Management held its Verizon (VZ) position steady in Q2 2026 at 80,968 shares worth $4.06M. The position accounts for 0.25% of the portfolio, ranked #95.

Morningstar Investment Management first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q4 2023. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Morningstar Investment Management held 80,968 shares of Verizon worth $4.06M as of Q2 2026.
  • Morningstar Investment Management left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.25% of Morningstar Investment Management's portfolio in Q2 2026, its #95 holding.
  • Morningstar Investment Management first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Morningstar Investment Management's Verizon position peaked at $10.2M in Q4 2023.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.