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Novak & Powell Financial Services’s Verizon VZ Stock Holding History

Novak & Powell Financial 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 		$291K Sell
6,877
-406
-6% -$19K 0.14% 136
2026
Q1 		$366K Buy
7,283
+245
+3% +$11.4K 0.2% 102
2025
Q4 		$287K Buy
7,038
+33
+0.5% +$1.34K 0.15% 125
2025
Q3 		$308K Buy
7,005
+227
+3% +$9.83K 0.16% 121
2025
Q2 		$293K Sell
6,778
-660
-9% -$28.6K 0.2% 106
2025
Q1 		$337K Sell
7,438
-163
-2% -$6.79K 0.21% 99
2024
Q4 		$304K Sell
7,601
-19
-0.2% -$802 0.18% 104
2024
Q3 		$342K Buy
7,620
+423
+6% +$17.7K 0.2% 100
2024
Q2 		$297K Sell
7,197
-466
-6% -$18.8K 0.18% 106
2024
Q1 		$322K Buy
7,663
+297
+4% +$12K 0.24% 96
2023
Q4 		$278K Buy
+7,366
New +$261K 0.19% 107

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Novak & Powell Financial Services's VZ Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Verizon (VZ) stake by 5.6% in Q2 2026, selling an estimated $19K and leaving 6,877 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #136.

Novak & Powell Financial Services first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q1 2026. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Novak & Powell Financial Services held 6,877 shares of Verizon worth $291K as of Q2 2026.
  • Novak & Powell Financial Services sold 406 Verizon shares in Q2 2026, an estimated $19K.
  • Verizon made up 0.14% of Novak & Powell Financial Services's portfolio in Q2 2026, its #136 holding.
  • Novak & Powell Financial Services first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Verizon position peaked at $366K in Q1 2026.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.