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Peterson Wealth Services’s Verizon VZ Stock Holding History

Peterson Wealth 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 		$1.47M Buy
34,771
+1,608
+5% +$75.4K 0.32% 61
2026
Q1 		$1.66M Buy
33,163
+1,857
+6% +$86.1K 0.41% 56
2025
Q4 		$1.28M Buy
31,306
+24,403
+354% +$990K 0.33% 59
2025
Q3 		$1.35M Sell
6,903
-23,603
-77% -$1.02M 0.33% 56
2025
Q2 		$1.32M Buy
30,506
+959
+3% +$41.5K 0.36% 51
2025
Q1 		$1.34M Buy
29,547
+3,853
+15% +$160K 0.42% 52
2024
Q4 		$1.03M Buy
25,694
+2,064
+9% +$87.1K 0.31% 63
2024
Q3 		$1.06M Buy
23,630
+1,895
+9% +$79.1K 0.34% 61
2024
Q2 		$896K Buy
21,735
+666
+3% +$26.8K 0.31% 65
2024
Q1 		$884K Sell
21,069
-3,760
-15% -$152K 0.32% 59
2023
Q4 		$936K Sell
24,829
-4,280
-15% -$151K 0.4% 56
2023
Q3 		$943K Buy
29,109
+1,965
+7% +$66.4K 0.71% 43
2023
Q2 		$1.01M Buy
27,144
+1,320
+5% +$48.9K 0.48% 59
2023
Q1 		$1M Buy
25,824
+14,582
+130% +$575K 0.52% 61
2022
Q4 		$443K Sell
11,242
-5,298
-32% -$200K 0.25% 64
2022
Q3 		$628K Buy
16,540
+5,220
+46% +$232K 0.45% 59
2022
Q2 		$575K Buy
11,320
+1,847
+19% +$93.4K 0.41% 49
2022
Q1 		$483K Buy
9,473
+2,414
+34% +$128K 0.3% 59
2021
Q4 		$367K Buy
+7,059
New +$368K 0.24% 60

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

Peterson Wealth Services's VZ Position: Q2 2026 in Review

Peterson Wealth Services increased its Verizon (VZ) stake by 4.8% in Q2 2026, buying an estimated $75.4K and bringing the position to 34,771 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #61.

Peterson Wealth Services first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Peterson Wealth Services held 34,771 shares of Verizon worth $1.47M as of Q2 2026.
  • Peterson Wealth Services bought 1,608 Verizon shares in Q2 2026, an estimated $75.4K.
  • Verizon made up 0.32% of Peterson Wealth Services's portfolio in Q2 2026, its #61 holding.
  • Peterson Wealth Services first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Verizon position peaked at $1.66M in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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