Nvest Financial’s Verizon VZ Stock Holding History

Nvest Financial’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	$203K	Buy	4,799 +64	+1%	+$3K	0.06%	148
2026 Q1	$238K	Buy	+4,735	New	+$219K	0.09%	132
2025 Q4	–	Sell	-4,969	Closed	-$218K	–	132
2025 Q3	$218K	Buy	+4,969	New	+$215K	0.13%	118
2023 Q3	–	Sell	-28,916	Closed	-$1.08M	–	67
2023 Q2	$1.08M	Sell	28,916 -1,285	-4%	-$47.6K	0.94%	30
2023 Q1	$1.17M	Sell	30,201 -1,840	-6%	-$72.6K	1.22%	28
2022 Q4	$1.26M	Sell	32,041 -501	-2%	-$18.9K	1.58%	23
2022 Q3	$1.24M	Buy	32,542 +931	+3%	+$41.5K	1.75%	19
2022 Q2	$1.6M	Buy	31,611 +1,562	+5%	+$79K	1.68%	18
2022 Q1	$1.53M	Buy	+30,049	New	+$1.59M	1.26%	28

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nvest Financial's VZ Position: Q2 2026 in Review

Nvest Financial increased its Verizon (VZ) stake by 1.4% in Q2 2026, buying an estimated $3K and bringing the position to 4,799 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #148.

Nvest Financial first reported a position in VZ in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.6M in Q2 2022. 3,147 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Nvest Financial held 4,799 shares of Verizon worth $203K as of Q2 2026.
Nvest Financial bought 64 Verizon shares in Q2 2026, an estimated $3K.
Verizon made up 0.06% of Nvest Financial's portfolio in Q2 2026, its #148 holding.
Nvest Financial first reported a position in Verizon in Q1 2022 and has held it in 9 quarters since.
Nvest Financial's Verizon position peaked at $1.6M in Q2 2022.
3,147 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.