Principia Wealth Advisory’s Verizon VZ Stock Holding History

Principia Wealth Advisory’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	$172K	Buy	4,059 +143	+4%	+$6.71K	0.09%	81
2026 Q1	$197K	Buy	3,916 +101	+3%	+$4.68K	0.11%	73
2025 Q4	$155K	Buy	3,815 +2,501	+190%	+$101K	0.1%	82
2025 Q3	$57.8K	Buy	1,314 +26	+2%	+$1.13K	0.04%	112
2025 Q2	$55.7K	Buy	1,288 +43	+3%	+$1.86K	0.05%	108
2025 Q1	$53.4K	Buy	1,245 +52	+4%	+$2.17K	0.05%	84
2024 Q4	$47.7K	Buy	+1,193	New	+$50.3K	0.04%	82

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's VZ Position: Q2 2026 in Review

Principia Wealth Advisory increased its Verizon (VZ) stake by 3.7% in Q2 2026, buying an estimated $6.71K and bringing the position to 4,059 shares worth $172K. The position accounts for 0.09% of the portfolio, ranked #81.

Principia Wealth Advisory first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $197K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Principia Wealth Advisory held 4,059 shares of Verizon worth $172K as of Q2 2026.
Principia Wealth Advisory bought 143 Verizon shares in Q2 2026, an estimated $6.71K.
Verizon made up 0.09% of Principia Wealth Advisory's portfolio in Q2 2026, its #81 holding.
Principia Wealth Advisory first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Verizon position peaked at $197K in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.