Precedent Wealth Partners’s Verizon VZ Stock Holding History

Precedent Wealth Partners’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	$2.28M	Buy	53,896 +11,233	+26%	+$527K	0.38%	78
2026 Q1	$2.14M	Buy	42,663 +11,635	+37%	+$539K	0.43%	72
2025 Q4	$1.26M	Sell	31,028 -1,065	-3%	-$43.2K	0.27%	102
2025 Q3	$1.41M	Buy	32,093 +2,559	+9%	+$111K	0.31%	92
2025 Q2	$1.28M	Buy	29,534 +5,602	+23%	+$243K	0.31%	94
2025 Q1	$1.09M	Buy	23,932 +8,144	+52%	+$339K	0.3%	93
2024 Q4	$631K	Sell	15,788 -1,258	-7%	-$53.1K	0.21%	108
2024 Q3	$766K	Buy	17,046 +3,389	+25%	+$141K	0.25%	96
2024 Q2	$563K	Buy	13,657 +2,478	+22%	+$99.9K	0.23%	96
2024 Q1	$469K	Buy	11,179 +2,082	+23%	+$84K	0.2%	100
2023 Q4	$343K	Buy	+9,097	New	+$322K	0.17%	104

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Precedent Wealth Partners's VZ Position: Q2 2026 in Review

Precedent Wealth Partners increased its Verizon (VZ) stake by 26% in Q2 2026, buying an estimated $527K and bringing the position to 53,896 shares worth $2.28M. The position accounts for 0.38% of the portfolio, ranked #78.

Precedent Wealth Partners first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Precedent Wealth Partners held 53,896 shares of Verizon worth $2.28M as of Q2 2026.
Precedent Wealth Partners bought 11,233 Verizon shares in Q2 2026, an estimated $527K.
Verizon made up 0.38% of Precedent Wealth Partners's portfolio in Q2 2026, its #78 holding.
Precedent Wealth Partners first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.