NWF Advisory Services’s Verizon VZ Stock Holding History

NWF Advisory 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	$392K	Sell	9,255 -6,616	-42%	-$310K	0.04%	263
2026 Q1	$797K	Sell	15,871 -1,898	-11%	-$88K	0.09%	152
2025 Q4	$724K	Sell	17,769 -12,415	-41%	-$504K	0.08%	160
2025 Q3	$1.33M	Sell	30,184 -34,929	-54%	-$1.51M	0.15%	113
2025 Q2	$2.82M	Buy	65,113 +53,657	+468%	+$2.32M	0.34%	64
2025 Q1	$520K	Sell	11,456 -37,969	-77%	-$1.58M	0.07%	173
2024 Q4	$1.98M	Buy	49,425 +24,142	+95%	+$1.02M	0.29%	57
2024 Q3	$1.14M	Buy	25,283 +2,366	+10%	+$98.7K	0.17%	103
2024 Q2	$945K	Sell	22,917 -1,868	-8%	-$75.3K	0.15%	104
2024 Q1	$1.04M	Buy	24,785 +6,667	+37%	+$269K	0.17%	100
2023 Q4	$683K	Sell	18,118 -14,969	-45%	-$530K	0.14%	122
2023 Q3	$1.07M	Buy	33,087 +8,363	+34%	+$283K	0.25%	77
2023 Q2	$919K	Hold	24,724	–	–	0.21%	93
2023 Q1	$919K	Buy	+24,724	New	+$975K	0.21%	93

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

NWF Advisory Services's VZ Position: Q2 2026 in Review

NWF Advisory Services reduced its Verizon (VZ) stake by 42% in Q2 2026, selling an estimated $310K and leaving 9,255 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #263.

NWF Advisory Services first reported a position in VZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.82M in Q2 2025. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

NWF Advisory Services held 9,255 shares of Verizon worth $392K as of Q2 2026.
NWF Advisory Services sold 6,616 Verizon shares in Q2 2026, an estimated $310K.
Verizon made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #263 holding.
NWF Advisory Services first reported a position in Verizon in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Verizon position peaked at $2.82M in Q2 2025.
1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.