Prevail Innovative Wealth Advisors’s Verizon VZ Stock Holding History

Prevail Innovative Wealth 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	$374K	Buy	8,840 +2,803	+46%	+$131K	0.06%	141
2026 Q1	$303K	Sell	6,037 -39,401	-87%	-$1.83M	0.05%	151
2025 Q4	$1.85M	Buy	45,438 +3,881	+9%	+$157K	0.33%	114
2025 Q3	$1.83M	Buy	41,557 +15,706	+61%	+$680K	0.35%	103
2025 Q2	$1.12M	Buy	25,851 +4,236	+20%	+$183K	0.25%	122
2025 Q1	$980K	Sell	21,615 -11,025	-34%	-$459K	0.26%	108
2024 Q4	$1.31M	Buy	32,640 +25,179	+337%	+$1.06M	0.38%	77
2024 Q3	$335K	Buy	7,461 +1,064	+17%	+$44.4K	0.1%	136
2024 Q2	$264K	Buy	6,397 +217	+4%	+$8.75K	0.09%	132
2024 Q1	$259K	Sell	6,180 -1,023	-14%	-$41.3K	0.1%	145
2023 Q4	$272K	Buy	+7,203	New	+$255K	0.13%	117
2023 Q3	–	Sell	-5,406	Closed	-$201K	–	162
2023 Q2	$201K	Buy	+5,406	New	+$200K	0.11%	100

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's VZ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Verizon (VZ) stake by 46% in Q2 2026, buying an estimated $131K and bringing the position to 8,840 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #141.

Prevail Innovative Wealth Advisors first reported a position in VZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q4 2025. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Prevail Innovative Wealth Advisors held 8,840 shares of Verizon worth $374K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 2,803 Verizon shares in Q2 2026, an estimated $131K.
Verizon made up 0.06% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Prevail Innovative Wealth Advisors first reported a position in Verizon in Q2 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's Verizon position peaked at $1.85M in Q4 2025.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.