Optivise Advisory Services’s Verizon VZ Stock Holding History

Optivise 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	$379K	Buy	8,940 +1,552	+21%	+$72.8K	0.19%	136
2026 Q1	$371K	Sell	7,388 -2,769	-27%	-$128K	0.22%	111
2025 Q4	$414K	Buy	10,157 +2,533	+33%	+$103K	0.24%	108
2025 Q3	$335K	Buy	7,624 +1,778	+30%	+$77K	0.2%	112
2025 Q2	$253K	Buy	5,846 +611	+12%	+$26.5K	0.13%	162
2025 Q1	$237K	Sell	5,235 -2,616	-33%	-$109K	0.13%	159
2024 Q4	$314K	Buy	7,851 +2,141	+37%	+$90.3K	0.17%	122
2024 Q3	$256K	Sell	5,710 -1,148	-17%	-$47.9K	0.13%	138
2024 Q2	$283K	Buy	+6,858	New	+$276K	0.15%	135

Other funds holding VZ

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Optivise Advisory Services increased its Verizon (VZ) stake by 21% in Q2 2026, buying an estimated $72.8K and bringing the position to 8,940 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #136.

Optivise Advisory Services first reported a position in VZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $414K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Optivise Advisory Services held 8,940 shares of Verizon worth $379K as of Q2 2026.
Optivise Advisory Services bought 1,552 Verizon shares in Q2 2026, an estimated $72.8K.
Verizon made up 0.19% of Optivise Advisory Services's portfolio in Q2 2026, its #136 holding.
Optivise Advisory Services first reported a position in Verizon in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Verizon position peaked at $414K in Q4 2025.
1,108 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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