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Prepared Retirement Institute’s Verizon VZ Stock Holding History

Prepared Retirement Institute’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
-4,647
Closed -$233K – 96
2026
Q1 		$233K Buy
+4,647
New +$215K 0.12% 77
2025
Q3 		– Sell
-4,845
Closed -$210K – 91
2025
Q2 		$210K Sell
4,845
-1,514
-24% -$65.6K 0.12% 85
2025
Q1 		$288K Sell
6,359
-681
-10% -$28.4K 0.18% 63
2024
Q4 		$282K Buy
7,040
+35
+0.5% +$1.48K 0.16% 68
2024
Q3 		$315K Sell
7,005
-277
-4% -$11.6K 0.19% 56
2024
Q2 		$300K Buy
7,282
+5
+0.1% +$202 0.2% 59
2024
Q1 		$305K Sell
7,277
-9,197
-56% -$371K 0.23% 51
2023
Q4 		$621K Buy
+16,474
New +$583K 0.47% 31

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 $3.37T AUM 44.26% 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

Prepared Retirement Institute's VZ Position: Q2 2026 in Review

Prepared Retirement Institute sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,647 shares — an estimated $233K sold.

Prepared Retirement Institute first reported a position in VZ in Q4 2023 and held it in 8 quarters. The position peaked at $621K in Q4 2023. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Prepared Retirement Institute reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Prepared Retirement Institute sold 4,647 Verizon shares in Q2 2026, an estimated $233K.
  • Prepared Retirement Institute first reported a position in Verizon in Q4 2023 and held it in 8 quarters.
  • Prepared Retirement Institute's Verizon position peaked at $621K in Q4 2023.
  • 3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.