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ORG Wealth Partners’s Verizon VZ Stock Holding History

ORG 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 		$16.2K Hold
383
– – ﹤0.01% 474
2026
Q1 		$19.3K Sell
383
-328
-46% -$15.2K ﹤0.01% 416
2025
Q4 		$29K Sell
711
-24,772
-97% -$1M 0.01% 360
2025
Q3 		$1.12M Buy
25,483
+1,502
+6% +$65K 0.24% 65
2025
Q2 		$1.05M Buy
23,981
+1,006
+4% +$43.6K 0.25% 61
2025
Q1 		$1.04M Buy
+22,975
New +$956K 0.32% 59

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ORG Wealth Partners's VZ Position: Q2 2026 in Review

ORG Wealth Partners held its Verizon (VZ) position steady in Q2 2026 at 383 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

ORG Wealth Partners first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • ORG Wealth Partners held 383 shares of Verizon worth $16.2K as of Q2 2026.
  • ORG Wealth Partners left its Verizon share count unchanged in Q2 2026.
  • Verizon made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #474 holding.
  • ORG Wealth Partners first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Verizon position peaked at $1.12M in Q3 2025.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.