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Personal CFO Solutions’s Verizon VZ Stock Holding History

Personal CFO Solutions’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 		$2.88M Buy
68,080
+1,065
+2% +$50K 0.42% 38
2026
Q1 		$3.36M Sell
67,015
-808
-1% -$37.4K 0.47% 35
2025
Q4 		$2.76M Buy
67,823
+190
+0.3% +$7.71K 0.44% 35
2025
Q3 		$2.97M Sell
67,633
-5,999
-8% -$260K 0.52% 32
2025
Q2 		$3.19M Buy
73,632
+819
+1% +$35.5K 0.59% 28
2025
Q1 		$3.3M Sell
72,813
-2,370
-3% -$98.7K 0.67% 22
2024
Q4 		$3.01M Buy
75,183
+941
+1% +$39.7K 0.59% 24
2024
Q3 		$3.33M Buy
74,242
+8,451
+13% +$353K 0.47% 45
2024
Q2 		$2.71M Buy
65,791
+12,010
+22% +$484K 0.42% 47
2024
Q1 		$2.26M Buy
53,781
+4,865
+10% +$196K 0.35% 53
2023
Q4 		$1.84M Sell
48,916
-11,768
-19% -$416K 0.32% 56
2023
Q3 		$1.97M Sell
60,684
-291
-0.5% -$9.83K 0.39% 55
2023
Q2 		$2.27M Buy
60,975
+5,370
+10% +$199K 0.46% 44
2023
Q1 		$2.16M Sell
55,605
-8,734
-14% -$344K 0.45% 46
2022
Q4 		$2.53M Buy
64,339
+7,530
+13% +$284K 0.54% 35
2022
Q3 		$2.16M Sell
56,809
-30,707
-35% -$1.37M 0.54% 39
2022
Q2 		$4.44M Sell
87,516
-509
-0.6% -$25.7K 1.04% 21
2022
Q1 		$4.48M Buy
88,025
+7,053
+9% +$374K 0.88% 23
2021
Q4 		$4.21M Buy
80,972
+2,860
+4% +$149K 0.79% 24
2021
Q3 		$4.22M Buy
78,112
+36
+0% +$1.99K 0.86% 22
2021
Q2 		$4.38M Buy
78,076
+621
+0.8% +$35.6K 0.9% 22
2021
Q1 		$4.5M Buy
77,455
+2,734
+4% +$154K 0.97% 20
2020
Q4 		$4.39M Buy
74,721
+2,894
+4% +$172K 1.09% 18
2020
Q3 		$4M Sell
71,827
-457
-0.6% -$26.6K 1.33% 21
2020
Q2 		$3.98M Buy
72,284
+4,642
+7% +$261K 1.18% 14
2020
Q1 		$3.63M Buy
67,642
+9,184
+16% +$525K 1.31% 11
2019
Q4 		$3.59M Sell
58,458
-107
-0.2% -$6.45K 1.03% 16
2019
Q3 		$3.54M Buy
+58,565
New +$3.37M 1.41% 11

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal CFO Solutions's VZ Position: Q2 2026 in Review

Personal CFO Solutions increased its Verizon (VZ) stake by 1.6% in Q2 2026, buying an estimated $50K and bringing the position to 68,080 shares worth $2.88M. The position accounts for 0.42% of the portfolio, ranked #38.

Personal CFO Solutions first reported a position in VZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.5M in Q1 2021. 3,143 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Personal CFO Solutions held 68,080 shares of Verizon worth $2.88M as of Q2 2026.
  • Personal CFO Solutions bought 1,065 Verizon shares in Q2 2026, an estimated $50K.
  • Verizon made up 0.42% of Personal CFO Solutions's portfolio in Q2 2026, its #38 holding.
  • Personal CFO Solutions first reported a position in Verizon in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Verizon position peaked at $4.5M in Q1 2021.
  • 3,143 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.