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Oak Harbor Wealth Partners’s Verizon VZ Stock Holding History

Oak Harbor Wealth Partners’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 		$1.71M Sell
40,389
-22,461
-36% -$1.05M 0.64% 44
2026
Q1 		$3.16M Sell
62,850
-1,786
-3% -$82.8K 0.74% 34
2025
Q4 		$2.63M Buy
64,636
+41
+0.1% +$1.66K 0.63% 36
2025
Q3 		$2.84M Buy
64,595
+483
+0.8% +$20.9K 0.7% 34
2025
Q2 		$2.77M Sell
64,112
-3,234
-5% -$140K 0.75% 33
2025
Q1 		$3.05M Sell
67,346
-4,095
-6% -$170K 0.87% 32
2024
Q4 		$2.86M Sell
71,441
-34
-0% -$1.43K 0.83% 34
2024
Q3 		$3.21M Buy
71,475
+1,623
+2% +$67.7K 0.92% 32
2024
Q2 		$2.88M Buy
69,852
+1,238
+2% +$49.9K 0.91% 29
2024
Q1 		$2.88M Sell
68,614
-5,270
-7% -$213K 0.9% 32
2023
Q4 		$2.79M Buy
73,884
+4,992
+7% +$177K 0.94% 32
2023
Q3 		$2.23M Buy
68,892
+3,900
+6% +$132K 0.79% 37
2023
Q2 		$2.42M Sell
64,992
-5
-0% -$185 0.83% 34
2023
Q1 		$2.53M Buy
64,997
+15,125
+30% +$596K 0.92% 33
2022
Q4 		$1.96M Sell
49,872
-9,950
-17% -$375K 0.75% 39
2022
Q3 		$2.27M Buy
59,822
+2,949
+5% +$131K 0.89% 34
2022
Q2 		$2.89M Buy
56,873
+1,818
+3% +$92K 1.15% 28
2022
Q1 		$2.81M Buy
55,055
+4,345
+9% +$230K 0.92% 32
2021
Q4 		$2.63M Buy
+50,710
New +$2.65M 0.91% 32

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 $3.38T AUM 44.17% 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

Oak Harbor Wealth Partners's VZ Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Verizon (VZ) stake by 36% in Q2 2026, selling an estimated $1.05M and leaving 40,389 shares worth $1.71M. The position accounts for 0.64% of the portfolio, ranked #44.

Oak Harbor Wealth Partners first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q3 2024. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Oak Harbor Wealth Partners held 40,389 shares of Verizon worth $1.71M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 22,461 Verizon shares in Q2 2026, an estimated $1.05M.
  • Verizon made up 0.64% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Oak Harbor Wealth Partners first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Verizon position peaked at $3.21M in Q3 2024.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.