Private Wealth Management Group’s Verizon VZ Stock Holding History

Private Wealth Management Group’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	$199K	Buy	4,709 +989	+27%	+$46.4K	0.05%	110
2026 Q1	$187K	Buy	3,720 +7	+0.2%	+$324	0.05%	87
2025 Q4	$151K	Sell	3,713 -1,047	-22%	-$42.5K	0.04%	96
2025 Q3	$209K	Hold	4,760	–	–	0.06%	85
2025 Q2	$206K	Sell	4,760 -841	-15%	-$36.4K	0.07%	80
2025 Q1	$254K	Sell	5,601 -42	-0.7%	-$1.75K	0.09%	69
2024 Q4	$226K	Sell	5,643 -19	-0.3%	-$802	0.09%	75
2024 Q3	$254K	Buy	5,662 +15	+0.3%	+$626	0.1%	66
2024 Q2	$233K	Buy	5,647 +205	+4%	+$8.26K	0.1%	67
2024 Q1	$228K	Sell	5,442 -67	-1%	-$2.7K	0.1%	63
2023 Q4	$208K	Buy	+5,509	New	+$195K	0.1%	63

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

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

Private Wealth Management Group's VZ Position: Q2 2026 in Review

Private Wealth Management Group increased its Verizon (VZ) stake by 27% in Q2 2026, buying an estimated $46.4K and bringing the position to 4,709 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #110.

Private Wealth Management Group first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $254K in Q3 2024. 1,701 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Private Wealth Management Group held 4,709 shares of Verizon worth $199K as of Q2 2026.
Private Wealth Management Group bought 989 Verizon shares in Q2 2026, an estimated $46.4K.
Verizon made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #110 holding.
Private Wealth Management Group first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Verizon position peaked at $254K in Q3 2024.
1,701 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.