Northeast Planning Associates NH’s Verizon VZ Stock Holding History

Northeast Planning Associates NH’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	$266K	Sell	6,326 -70	-1%	-$3.28K	0.2%	56
2026 Q1	$321K	Buy	6,396 +300	+5%	+$13.9K	0.22%	41
2025 Q4	$248K	Sell	6,096 -20	-0.3%	-$811	0.18%	44
2025 Q3	$269K	Buy	+6,116	New	+$265K	0.23%	40
2025 Q2	–	Sell	-4,660	Closed	-$211K	–	50
2025 Q1	$211K	Buy	+4,660	New	+$194K	0.18%	45

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Northeast Planning Associates NH's VZ Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its Verizon (VZ) stake by 1.1% in Q2 2026, selling an estimated $3.28K and leaving 6,326 shares worth $266K. The position accounts for 0.2% of the portfolio, ranked #56.

Northeast Planning Associates NH first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $321K in Q1 2026. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Northeast Planning Associates NH held 6,326 shares of Verizon worth $266K as of Q2 2026.
Northeast Planning Associates NH sold 70 Verizon shares in Q2 2026, an estimated $3.28K.
Verizon made up 0.2% of Northeast Planning Associates NH's portfolio in Q2 2026, its #56 holding.
Northeast Planning Associates NH first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
Northeast Planning Associates NH's Verizon position peaked at $321K in Q1 2026.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.