New Wave Wealth Advisors’s Verizon VZ Stock Holding History

New Wave Wealth Advisors’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	$1.25M	Buy	29,629 +6,091	+26%	+$286K	0.34%	64
2026 Q1	$1.18M	Sell	23,538 -55	-0.2%	-$2.55K	0.41%	50
2025 Q4	$961K	Buy	23,593 +695	+3%	+$28.2K	0.35%	58
2025 Q3	$1.01M	Buy	22,898 +1,520	+7%	+$65.8K	0.39%	47
2025 Q2	$925K	Buy	21,378 +296	+1%	+$12.8K	0.39%	50
2025 Q1	$956K	Sell	21,082 -857	-4%	-$35.7K	0.43%	45
2024 Q4	$877K	Buy	21,939 +1,954	+10%	+$82.4K	0.36%	47
2024 Q3	$898K	Sell	19,985 -3,360	-14%	-$140K	0.41%	45
2024 Q2	$963K	Buy	+23,345	New	+$941K	0.52%	45

Other funds holding VZ

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's VZ Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Verizon (VZ) stake by 26% in Q2 2026, buying an estimated $286K and bringing the position to 29,629 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #64.

New Wave Wealth Advisors first reported a position in VZ in Q2 2024 and has held it in 9 quarters since. 1,264 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

New Wave Wealth Advisors held 29,629 shares of Verizon worth $1.25M as of Q2 2026.
New Wave Wealth Advisors bought 6,091 Verizon shares in Q2 2026, an estimated $286K.
Verizon made up 0.34% of New Wave Wealth Advisors's portfolio in Q2 2026, its #64 holding.
New Wave Wealth Advisors first reported a position in Verizon in Q2 2024 and has held it in 9 quarters since.
1,264 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.