Morton Brown Family Wealth’s Verizon VZ Stock Holding History

Morton Brown Family Wealth’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	-324	Closed	-$16.3K	–	423
2026 Q1	$16.3K	Hold	324	–	–	﹤0.01%	165
2025 Q4	$13.2K	Hold	324	–	–	﹤0.01%	176
2025 Q3	$14.2K	Hold	324	–	–	﹤0.01%	161
2025 Q2	$14K	Hold	324	–	–	﹤0.01%	170
2025 Q1	$14.7K	Sell	324 -51	-14%	-$2.12K	0.01%	166
2024 Q4	$15K	Sell	375 -200	-35%	-$8.44K	0.01%	152
2024 Q3	$25.8K	Buy	575 +200	+53%	+$8.35K	0.01%	122
2024 Q2	$15.8K	Hold	375	–	–	0.01%	138
2024 Q1	$15.7K	Sell	375 -488	-57%	-$19.7K	0.01%	131
2023 Q4	$32.5K	Buy	863 +488	+130%	+$17.3K	0.01%	125
2023 Q3	$12.2K	Hold	375	–	–	0.01%	118
2023 Q2	$13.9K	Hold	375	–	–	0.01%	110
2023 Q1	$14.6K	Hold	375	–	–	0.01%	113
2022 Q4	$14.8K	Sell	375 -184	-33%	-$6.93K	0.01%	105
2022 Q3	$21K	Sell	559 -205	-27%	-$9.13K	0.02%	90
2022 Q2	$39K	Buy	764 +38	+5%	+$1.92K	0.03%	72
2022 Q1	$37K	Buy	726 +379	+109%	+$20.1K	0.03%	79
2021 Q4	$18K	Buy	+347	New	+$18.1K	0.01%	106

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morton Brown Family Wealth's VZ Position: Q2 2026 in Review

Morton Brown Family Wealth sold out of Verizon (VZ) in Q2 2026, closing a stake of 324 shares — an estimated $16.3K sold.

Morton Brown Family Wealth first reported a position in VZ in Q4 2021 and held it in 18 quarters. The position peaked at $39K in Q2 2022. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Morton Brown Family Wealth reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Morton Brown Family Wealth sold 324 Verizon shares in Q2 2026, an estimated $16.3K.
Morton Brown Family Wealth first reported a position in Verizon in Q4 2021 and held it in 18 quarters.
Morton Brown Family Wealth's Verizon position peaked at $39K in Q2 2022.
1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.