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Navigoe Wealth Management’s Verizon VZ Stock Holding History

Navigoe 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 		$20K Buy
477
+59
+14% +$2.77K 0.01% 121
2026
Q1 		$20K Hold
418
– – 0.01% 102
2025
Q4 		$17K Hold
418
– – 0.01% 120
2025
Q3 		$18K Hold
418
– – 0.01% 120
2025
Q2 		$18K Hold
418
– – 0.01% 98
2025
Q1 		$18K Hold
418
– – 0.02% 98
2024
Q4 		$16K Buy
+418
New +$17.6K 0.02% 99

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

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

Navigoe Wealth Management increased its Verizon (VZ) stake by 14% in Q2 2026, buying an estimated $2.77K and bringing the position to 477 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #121.

Navigoe Wealth Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Navigoe Wealth Management held 477 shares of Verizon worth $20K as of Q2 2026.
  • Navigoe Wealth Management bought 59 Verizon shares in Q2 2026, an estimated $2.77K.
  • Verizon made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Navigoe Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.