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Physician Wealth Advisors’s Verizon VZ Stock Holding History

Physician 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 		$128K Buy
3,019
+376
+14% +$17.6K 0.02% 280
2026
Q1 		$133K Buy
2,643
+283
+12% +$13.1K 0.02% 240
2025
Q4 		$96.1K Buy
2,360
+801
+51% +$32.5K 0.01% 283
2025
Q3 		$68.5K Buy
1,559
+665
+74% +$28.8K 0.01% 321
2025
Q2 		$38.7K Buy
894
+122
+16% +$5.28K 0.01% 383
2025
Q1 		$35K Buy
772
+28
+4% +$1.17K 0.01% 386
2024
Q4 		$29.7K Buy
+744
New +$31.4K 0.01% 431
2022
Q2 		– Sell
-4,230
Closed -$205K – 163
2022
Q1 		$205K Sell
4,230
-1,427
-25% -$75.6K 0.05% 149
2021
Q4 		$307K Buy
5,657
+8
+0.1% +$417 0.08% 122
2021
Q3 		$295K Buy
5,649
+1,043
+23% +$57.7K 0.08% 123
2021
Q2 		$258K Buy
4,606
+231
+5% +$13.3K 0.07% 127
2021
Q1 		$258K Buy
4,375
+500
+13% +$28.2K 0.08% 124
2020
Q4 		$221K Buy
3,875
+41
+1% +$2.44K 0.08% 130
2020
Q3 		$221K Buy
3,834
+7
+0.2% +$407 0.09% 119
2020
Q2 		$226K Sell
3,827
-192
-5% -$10.8K 0.09% 120
2020
Q1 		$233K Buy
4,019
+296
+8% +$16.9K 0.12% 96
2019
Q4 		$220K Hold
3,723
– – 0.1% 108
2019
Q3 		$221K Buy
+3,723
New +$214K 0.11% 98

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

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

Physician Wealth Advisors increased its Verizon (VZ) stake by 14% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,019 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #280.

Physician Wealth Advisors first reported a position in VZ in Q3 2019 and has held it in 18 quarters since. The position peaked at $307K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Physician Wealth Advisors held 3,019 shares of Verizon worth $128K as of Q2 2026.
  • Physician Wealth Advisors bought 376 Verizon shares in Q2 2026, an estimated $17.6K.
  • Verizon made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • Physician Wealth Advisors first reported a position in Verizon in Q3 2019 and has held it in 18 quarters since.
  • Physician Wealth Advisors's Verizon position peaked at $307K in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.