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Plotkin Financial Advisors’s Verizon VZ Stock Holding History

Plotkin Financial 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 		$225K Hold
5,315
– – 0.09% 104
2026
Q1 		$267K Hold
5,315
– – 0.13% 85
2025
Q4 		$216K Hold
5,315
– – 0.11% 95
2025
Q3 		$234K Hold
5,315
– – 0.12% 91
2025
Q2 		$230K Buy
+5,315
New +$230K 0.13% 84

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 $3.38T AUM 44.17% 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

Plotkin Financial Advisors's VZ Position: Q2 2026 in Review

Plotkin Financial Advisors held its Verizon (VZ) position steady in Q2 2026 at 5,315 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #104.

Plotkin Financial Advisors first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $267K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Plotkin Financial Advisors held 5,315 shares of Verizon worth $225K as of Q2 2026.
  • Plotkin Financial Advisors left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.09% of Plotkin Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Plotkin Financial Advisors first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • Plotkin Financial Advisors's Verizon position peaked at $267K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.