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Planned Solutions’s Verizon VZ Stock Holding History

Planned 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 		$270K Sell
6,382
-9
-0.1% -$422 0.08% 120
2026
Q1 		$321K Hold
6,391
– – 0.11% 98
2025
Q4 		$260K Buy
6,391
+427
+7% +$17.3K 0.08% 113
2025
Q3 		$262K Hold
5,964
– – 0.09% 110
2025
Q2 		$258K Sell
5,964
-355
-6% -$15.4K 0.1% 98
2025
Q1 		$287K Buy
6,319
+750
+13% +$31.2K 0.12% 84
2024
Q4 		$223K Hold
5,569
– – 0.09% 99
2024
Q3 		$250K Hold
5,569
– – 0.1% 97
2024
Q2 		$230K Sell
5,569
-1,908
-26% -$76.9K 0.11% 83
2024
Q1 		$314K Buy
7,477
+200
+3% +$8.07K 0.15% 63
2023
Q4 		$274K Sell
7,277
-538
-7% -$19K 0.13% 65
2023
Q3 		$253K Sell
7,815
-791
-9% -$26.7K 0.15% 63
2023
Q2 		$320K Buy
8,606
+1,176
+16% +$43.5K 0.19% 53
2023
Q1 		$289K Buy
7,430
+523
+8% +$20.6K 0.18% 56
2022
Q4 		$272K Sell
6,907
-559
-7% -$21.1K 0.2% 54
2022
Q3 		$283K Hold
7,466
– – 0.24% 46
2022
Q2 		$379K Sell
7,466
-435
-6% -$22K 0.35% 40
2022
Q1 		$402K Sell
7,901
-138
-2% -$7.31K 0.28% 40
2021
Q4 		$418K Buy
+8,039
New +$419K 0.28% 46
2021
Q2 		$441K Hold
7,874
– – 0.31% 41
2021
Q1 		$458K Buy
7,874
+850
+12% +$48K 0.36% 34
2020
Q4 		$413K Buy
7,024
+355
+5% +$21.1K 0.33% 31
2020
Q3 		$397K Buy
+6,669
New +$387K 0.39% 26

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Planned Solutions's VZ Position: Q2 2026 in Review

Planned Solutions reduced its Verizon (VZ) stake by 0.14% in Q2 2026, selling an estimated $422 and leaving 6,382 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #120.

Planned Solutions first reported a position in VZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $458K in Q1 2021. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Planned Solutions held 6,382 shares of Verizon worth $270K as of Q2 2026.
  • Planned Solutions sold 9 Verizon shares in Q2 2026, an estimated $422.
  • Verizon made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #120 holding.
  • Planned Solutions first reported a position in Verizon in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Verizon position peaked at $458K in Q1 2021.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.