PPWM
VZ icon

Paragon Private Wealth Management’s Verizon VZ Stock Holding History

Paragon Private Wealth Management’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 		$661K Sell
15,608
-1,582
-9% -$74.2K 0.17% 132
2026
Q1 		$863K Buy
17,190
+2,723
+19% +$126K 0.27% 100
2025
Q4 		$589K Buy
14,467
+104
+0.7% +$4.22K 0.18% 127
2025
Q3 		$631K Buy
14,363
+1,613
+13% +$69.8K 0.21% 124
2025
Q2 		$552K Buy
12,750
+1,761
+16% +$76.3K 0.22% 122
2025
Q1 		$498K Buy
10,989
+1,243
+13% +$51.7K 0.23% 113
2024
Q4 		$390K Buy
9,746
+438
+5% +$18.5K 0.18% 120
2024
Q3 		$418K Sell
9,308
-828
-8% -$34.6K 0.21% 110
2024
Q2 		$418K Buy
10,136
+872
+9% +$35.1K 0.24% 103
2024
Q1 		$389K Buy
9,264
+221
+2% +$8.91K 0.23% 106
2023
Q4 		$341K Buy
9,043
+12
+0.1% +$425 0.24% 102
2023
Q3 		$293K Buy
9,031
+359
+4% +$12.1K 0.24% 99
2023
Q2 		$323K Buy
8,672
+311
+4% +$11.5K 0.26% 101
2023
Q1 		$325K Sell
8,361
-164
-2% -$6.47K 0.27% 98
2022
Q4 		$336K Buy
8,525
+416
+5% +$15.7K 0.3% 88
2022
Q3 		$295K Buy
8,109
+1,762
+28% +$78.5K 0.29% 90
2022
Q2 		$322K Buy
6,347
+376
+6% +$19K 0.34% 77
2022
Q1 		$306K Buy
5,971
+544
+10% +$28.8K 0.3% 81
2021
Q4 		$282K Buy
+5,427
New +$283K 0.25% 90

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paragon Private Wealth Management's VZ Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Verizon (VZ) stake by 9.2% in Q2 2026, selling an estimated $74.2K and leaving 15,608 shares worth $661K. The position accounts for 0.17% of the portfolio, ranked #132.

Paragon Private Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $863K in Q1 2026. 1,494 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Paragon Private Wealth Management held 15,608 shares of Verizon worth $661K as of Q2 2026.
  • Paragon Private Wealth Management sold 1,582 Verizon shares in Q2 2026, an estimated $74.2K.
  • Verizon made up 0.17% of Paragon Private Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Paragon Private Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Paragon Private Wealth Management's Verizon position peaked at $863K in Q1 2026.
  • 1,494 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.