National Wealth Management Group’s Verizon VZ Stock Holding History

National Wealth Management Group’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	-4,716	Closed	-$237K	–	245
2026 Q1	$237K	Sell	4,716 -2,342	-33%	-$109K	0.09%	192
2025 Q4	$287K	Sell	7,058 -253	-3%	-$10.3K	0.1%	188
2025 Q3	$321K	Buy	7,311 +2,240	+44%	+$97K	0.12%	177
2025 Q2	$219K	Sell	5,071 -5,138	-50%	-$222K	0.12%	145
2025 Q1	$463K	Buy	+10,209	New	+$425K	0.3%	80

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

National Wealth Management Group's VZ Position: Q2 2026 in Review

National Wealth Management Group sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,716 shares — an estimated $237K sold.

National Wealth Management Group first reported a position in VZ in Q1 2025 and held it in 5 quarters. The position peaked at $463K in Q1 2025. 752 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

National Wealth Management Group reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
National Wealth Management Group sold 4,716 Verizon shares in Q2 2026, an estimated $237K.
National Wealth Management Group first reported a position in Verizon in Q1 2025 and held it in 5 quarters.
National Wealth Management Group's Verizon position peaked at $463K in Q1 2025.
752 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.