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Octavia Wealth Advisors’s Verizon VZ Stock Holding History

Octavia Wealth Advisors’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 		$1.14M Sell
26,857
-9,882
-27% -$464K 0.1% 67
2026
Q1 		$1.84M Sell
36,739
-1,988
-5% -$92.1K 0.18% 52
2025
Q4 		$1.58M Sell
38,727
-1,425
-4% -$57.8K 0.15% 59
2025
Q3 		$1.76M Buy
40,152
+6,543
+19% +$283K 0.18% 57
2025
Q2 		$1.45M Sell
33,609
-6,208
-16% -$269K 0.17% 57
2025
Q1 		$1.81M Sell
39,817
-2,746
-6% -$114K 0.22% 50
2024
Q4 		$1.7M Sell
42,563
-2,734
-6% -$115K 0.21% 52
2024
Q3 		$2.03M Sell
45,297
-9,374
-17% -$391K 0.25% 45
2024
Q2 		$2.25M Buy
54,671
+2,318
+4% +$93.4K 0.31% 40
2024
Q1 		$2.2M Sell
52,353
-5,177
-9% -$209K 0.32% 39
2023
Q4 		$2.17M Buy
57,530
+4,038
+8% +$143K 0.38% 38
2023
Q3 		$1.73M Buy
53,492
+2,911
+6% +$98.4K 0.35% 44
2023
Q2 		$1.88M Buy
50,581
+3,085
+6% +$114K 0.38% 40
2023
Q1 		$1.85M Buy
47,496
+2,787
+6% +$110K 0.42% 39
2022
Q4 		$1.76M Sell
44,709
-1,726
-4% -$65K 0.43% 42
2022
Q3 		$1.76M Sell
46,435
-560
-1% -$24.9K 0.48% 39
2022
Q2 		$2.38M Sell
46,995
-395
-0.8% -$20K 0.62% 33
2022
Q1 		$2.41M Buy
47,390
+4,989
+12% +$264K 0.54% 36
2021
Q4 		$2.2M Buy
42,401
+3,383
+9% +$177K 0.48% 37
2021
Q3 		$2.11M Buy
39,018
+1,901
+5% +$105K 0.54% 38
2021
Q2 		$2.08M Buy
37,117
+198
+0.5% +$11.4K 0.55% 38
2021
Q1 		$2.15M Buy
36,919
+5,140
+16% +$290K 0.64% 35
2020
Q4 		$1.87M Buy
+31,779
New +$1.89M 0.61% 37

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Octavia Wealth Advisors's VZ Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Verizon (VZ) stake by 27% in Q2 2026, selling an estimated $464K and leaving 26,857 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #67.

Octavia Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.41M in Q1 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Octavia Wealth Advisors held 26,857 shares of Verizon worth $1.14M as of Q2 2026.
  • Octavia Wealth Advisors sold 9,882 Verizon shares in Q2 2026, an estimated $464K.
  • Verizon made up 0.1% of Octavia Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Octavia Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Verizon position peaked at $2.41M in Q1 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.