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Nvest Wealth Strategies’s Verizon VZ Stock Holding History

Nvest Wealth Strategies’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 		$9.56K Sell
226
-6
-3% -$281 0.01% 121
2026
Q1 		$11.7K Buy
232
+13
+6% +$602 0.01% 110
2025
Q4 		$8.92K Buy
+219
New +$8.88K 0.01% 123

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's VZ Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Verizon (VZ) stake by 2.6% in Q2 2026, selling an estimated $281 and leaving 226 shares worth $9.56K. The position accounts for 0.01% of the portfolio, ranked #121.

Nvest Wealth Strategies first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q1 2026. 2,082 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Nvest Wealth Strategies held 226 shares of Verizon worth $9.56K as of Q2 2026.
  • Nvest Wealth Strategies sold 6 Verizon shares in Q2 2026, an estimated $281.
  • Verizon made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #121 holding.
  • Nvest Wealth Strategies first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Verizon position peaked at $11.7K in Q1 2026.
  • 2,082 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.