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Powell Investment Advisors’s Verizon VZ Stock Holding History

Powell Investment 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 		– Sell
-4,399
Closed -$221K – 180
2026
Q1 		$221K Buy
+4,399
New +$204K 0.08% 125
2025
Q4 		– Sell
-4,719
Closed -$207K – 175
2025
Q3 		$207K Buy
4,719
+92
+2% +$3.98K 0.07% 134
2025
Q2 		$200K Hold
4,627
– – 0.08% 126
2025
Q1 		$210K Buy
+4,627
New +$193K 0.1% 110
2024
Q4 		– Sell
-4,896
Closed -$220K – 167
2024
Q3 		$220K Hold
4,896
– – 0.1% 115
2024
Q2 		$202K Hold
4,896
– – 0.1% 114
2024
Q1 		$205K Buy
+4,896
New +$197K 0.11% 115
2023
Q3 		– Sell
-6,005
Closed -$223K – 147
2023
Q2 		$223K Sell
6,005
-486
-7% -$18K 0.13% 92
2023
Q1 		$252K Sell
6,491
-82
-1% -$3.23K 0.14% 86
2022
Q4 		$259K Buy
6,573
+125
+2% +$4.71K 0.15% 88
2022
Q3 		$245K Buy
6,448
+1,570
+32% +$69.9K 0.16% 94
2022
Q2 		$248K Sell
4,878
-1
-0% -$51 0.15% 92
2022
Q1 		$249K Hold
4,879
– – 0.14% 86
2021
Q4 		$254K Hold
4,879
– – 0.14% 89
2021
Q3 		$264K Hold
4,879
– – 0.16% 83
2021
Q2 		$273K Sell
4,879
-698
-13% -$40.1K 0.17% 83
2021
Q1 		$324K Buy
5,577
+32
+0.6% +$1.81K 0.21% 66
2020
Q4 		$326K Sell
5,545
-290
-5% -$17.2K 0.25% 59
2020
Q3 		$347K Sell
5,835
-389
-6% -$22.6K 0.3% 49
2020
Q2 		$343K Buy
6,224
+4
+0.1% +$225 0.33% 51
2020
Q1 		$334K Sell
6,220
-137
-2% -$7.84K 0.4% 51
2019
Q4 		$390K Buy
+6,357
New +$383K 0.41% 56

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

Powell Investment Advisors's VZ Position: Q2 2026 in Review

Powell Investment Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,399 shares — an estimated $221K sold.

Powell Investment Advisors first reported a position in VZ in Q4 2019 and held it in 22 quarters. The position peaked at $390K in Q4 2019. 1,529 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Powell Investment Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Powell Investment Advisors sold 4,399 Verizon shares in Q2 2026, an estimated $221K.
  • Powell Investment Advisors first reported a position in Verizon in Q4 2019 and held it in 22 quarters.
  • Powell Investment Advisors's Verizon position peaked at $390K in Q4 2019.
  • 1,529 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.