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Phoenix Wealth Advisors’s Verizon VZ Stock Holding History

Phoenix Wealth Advisors’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 		$1.87M Sell
44,219
-33
-0.1% -$1.55K 0.63% 36
2026
Q1 		$2.22M Sell
44,252
-979
-2% -$45.4K 0.88% 30
2025
Q4 		$1.84M Sell
45,231
-12,507
-22% -$507K 0.71% 37
2025
Q3 		$2.54M Sell
57,738
-2,798
-5% -$121K 0.98% 28
2025
Q2 		$2.62M Sell
60,536
-1,877
-3% -$81.3K 1.1% 26
2025
Q1 		$2.83M Buy
62,413
+97
+0.2% +$4.04K 1.23% 25
2024
Q4 		$2.49M Sell
62,316
-2,689
-4% -$113K 1.08% 30
2024
Q3 		$2.92M Sell
65,005
-667
-1% -$27.8K 1.36% 20
2024
Q2 		$2.71M Buy
65,672
+26,868
+69% +$1.08M 1.36% 23
2024
Q1 		$1.63M Buy
+38,804
New +$1.57M 0.99% 33
2022
Q4 		– Sell
-55,806
Closed -$2.12M – 122
2022
Q3 		$2.12M Sell
55,806
-733
-1% -$32.6K 2.12% 20
2022
Q2 		$2.87M Buy
56,539
+877
+2% +$44.4K 2.83% 6
2022
Q1 		$2.96M Sell
55,662
-1,659
-3% -$87.9K 3.06% 10
2021
Q4 		$2.98M Buy
57,321
+1,236
+2% +$64.5K 2.25% 15
2021
Q3 		$3.03M Buy
56,085
+938
+2% +$51.9K 2.26% 10
2021
Q2 		$3.11M Buy
55,147
+1,470
+3% +$84.4K 2.24% 4
2021
Q1 		$3.13M Buy
53,677
+555
+1% +$31.3K 2.43% 4
2020
Q4 		$3.12M Buy
+53,122
New +$3.16M 2.37% 6

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

Phoenix Wealth Advisors's VZ Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Verizon (VZ) stake by 0.07% in Q2 2026, selling an estimated $1.55K and leaving 44,219 shares worth $1.87M. The position accounts for 0.63% of the portfolio, ranked #36.

Phoenix Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.13M in Q1 2021. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Phoenix Wealth Advisors held 44,219 shares of Verizon worth $1.87M as of Q2 2026.
  • Phoenix Wealth Advisors sold 33 Verizon shares in Q2 2026, an estimated $1.55K.
  • Verizon made up 0.63% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Phoenix Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 18 quarters since.
  • Phoenix Wealth Advisors's Verizon position peaked at $3.13M in Q1 2021.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.