N.E.W. Advisory Services’s Verizon VZ Stock Holding History

N.E.W. Advisory Services’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	$700K	Sell	16,544 -223	-1%	-$10.5K	0.05%	127
2026 Q1	$842K	Buy	16,767 +3,804	+29%	+$176K	0.06%	105
2025 Q4	$528K	Buy	12,963 +690	+6%	+$28K	0.04%	129
2025 Q3	$539K	Buy	12,273 +1,004	+9%	+$43.5K	0.05%	112
2025 Q2	$488K	Buy	11,269 +752	+7%	+$32.6K	0.05%	116
2025 Q1	$477K	Buy	10,517 +226	+2%	+$9.41K	0.04%	135
2024 Q4	$412K	Buy	10,291 +116	+1%	+$4.89K	0.04%	128
2024 Q3	$457K	Buy	10,175 +7	+0.1%	+$292	0.05%	119
2024 Q2	$419K	Sell	10,168 -828	-8%	-$33.4K	0.05%	116
2024 Q1	$461K	Buy	10,996 +959	+10%	+$38.7K	0.05%	107
2023 Q4	$378K	Buy	10,037 +1,747	+21%	+$61.8K	0.05%	117
2023 Q3	$269K	Sell	8,290 -561	-6%	-$19K	0.04%	127
2023 Q2	$329K	Buy	8,851 +2,869	+48%	+$106K	0.05%	104
2023 Q1	$233K	Buy	5,982 +27	+0.5%	+$1.06K	0.03%	123
2022 Q4	$235K	Sell	5,955 -2,837	-32%	-$107K	0.04%	119
2022 Q3	$334K	Buy	8,792 +53	+0.6%	+$2.36K	0.06%	93
2022 Q2	$443K	Buy	8,739 +4,014	+85%	+$203K	0.08%	77
2022 Q1	$273K	Sell	4,725 -4,303	-48%	-$228K	0.05%	111
2021 Q4	$469K	Buy	9,028 +2,002	+28%	+$104K	0.07%	88
2021 Q3	$380K	Buy	7,026 +1,351	+24%	+$74.7K	0.06%	97
2021 Q2	$317K	Buy	5,675 +950	+20%	+$54.5K	0.05%	104
2021 Q1	$274K	Buy	4,725 +770	+19%	+$43.5K	0.05%	111
2020 Q4	$235K	Buy	+3,955	New	+$235K	0.05%	119

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

N.E.W. Advisory Services's VZ Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Verizon (VZ) stake by 1.3% in Q2 2026, selling an estimated $10.5K and leaving 16,544 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #127.

N.E.W. Advisory Services first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $842K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

N.E.W. Advisory Services held 16,544 shares of Verizon worth $700K as of Q2 2026.
N.E.W. Advisory Services sold 223 Verizon shares in Q2 2026, an estimated $10.5K.
Verizon made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #127 holding.
N.E.W. Advisory Services first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's Verizon position peaked at $842K in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.