Prism Planning Partners’s Verizon VZ Stock Holding History

Prism Planning 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	–	Sell	-4,554	Closed	-$229K	–	44
2026 Q1	$229K	Sell	4,554 -825	-15%	-$38.2K	0.27%	31
2025 Q4	$219K	Buy	+5,379	New	+$218K	0.25%	43

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 $3.37T AUM 44.26% 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

Prism Planning Partners's VZ Position: Q2 2026 in Review

Prism Planning Partners sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,554 shares — an estimated $229K sold.

Prism Planning Partners first reported a position in VZ in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q1 2026. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Prism Planning Partners reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Prism Planning Partners sold 4,554 Verizon shares in Q2 2026, an estimated $229K.
Prism Planning Partners first reported a position in Verizon in Q4 2025 and held it in 2 quarters.
Prism Planning Partners's Verizon position peaked at $229K in Q1 2026.
3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.