Peak Planning Group’s Verizon VZ Stock Holding History

Peak Planning Group’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
2023 Q2	–	Sell	-10,378	Closed	-$404K	–	80
2023 Q1	$404K	Sell	10,378 -1,057	-9%	-$41.7K	0.33%	53
2022 Q4	$451K	Sell	11,435 -2,065	-15%	-$77.8K	0.4%	52
2022 Q3	$513K	Sell	13,500 -643	-5%	-$28.6K	0.47%	46
2022 Q2	$718K	Buy	+14,143	New	+$715K	0.6%	37
2021 Q4	$807K	Sell	15,534 -2,951	-16%	-$154K	0.6%	31
2021 Q3	$998K	Buy	+18,485	New	+$1.02M	0.86%	26
2021 Q1	$1.05M	Buy	18,099 +2,881	+19%	+$163K	1.03%	22
2020 Q4	$894K	Buy	15,218 +937	+7%	+$55.7K	1.02%	21
2020 Q3	$850K	Buy	+14,281	New	+$830K	1.19%	17

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Planning Group's VZ Position: Q2 2023 in Review

Peak Planning Group sold out of Verizon (VZ) in Q2 2023, closing a stake of 10,378 shares — an estimated $404K sold.

Peak Planning Group first reported a position in VZ in Q3 2020 and held it in 9 quarters. The position peaked at $1.05M in Q1 2021. 2,766 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Peak Planning Group reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Peak Planning Group sold 10,378 Verizon shares in Q2 2023, an estimated $404K.
Peak Planning Group first reported a position in Verizon in Q3 2020 and held it in 9 quarters.
Peak Planning Group's Verizon position peaked at $1.05M in Q1 2021.
2,766 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Peak Planning Group's 13F filing for Q2 2023, filed 26 May 2026.