ProVise Management Group’s Verizon VZ Stock Holding History

ProVise 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	$4.03M	Buy	95,101 +2,468	+3%	+$116K	0.27%	77
2026 Q1	$4.65M	Sell	92,633 -729	-0.8%	-$33.8K	0.33%	69
2025 Q4	$3.8M	Sell	93,362 -851	-0.9%	-$34.5K	0.27%	74
2025 Q3	$4.14M	Buy	94,213 +2,842	+3%	+$123K	0.31%	70
2025 Q2	$3.95M	Buy	91,371 +140	+0.2%	+$6.06K	0.31%	71
2025 Q1	$4.14M	Buy	91,231 +1,585	+2%	+$66K	0.35%	68
2024 Q4	$3.58M	Sell	89,646 -11,998	-12%	-$506K	0.31%	78
2024 Q3	$4.56M	Sell	101,644 -657	-0.6%	-$27.4K	0.36%	75
2024 Q2	$4.22M	Sell	102,301 -1,578	-2%	-$63.6K	0.36%	73
2024 Q1	$4.36M	Sell	103,879 -1,281	-1%	-$51.7K	0.38%	74
2023 Q4	$3.96M	Sell	105,160 -8,818	-8%	-$312K	0.34%	85
2023 Q3	$3.69M	Buy	113,978 +4,291	+4%	+$145K	0.34%	85
2023 Q2	$4.08M	Buy	109,687 +1,864	+2%	+$69K	0.37%	78
2023 Q1	$4.19M	Buy	107,823 +9,337	+9%	+$368K	0.4%	74
2022 Q4	$3.88M	Sell	98,486 -32,285	-25%	-$1.22M	0.39%	72
2022 Q3	$4.96M	Buy	130,771 +24,092	+23%	+$1.07M	0.55%	51
2022 Q2	$5.41M	Buy	106,679 +9,330	+10%	+$472K	0.58%	52
2022 Q1	$4.96M	Buy	97,349 +5,577	+6%	+$295K	0.47%	60
2021 Q4	$4.77M	Sell	91,772 -1,642	-2%	-$85.7K	0.43%	63
2021 Q3	$5.04M	Buy	93,414 +9,524	+11%	+$527K	0.5%	59
2021 Q2	$4.7M	Buy	83,890 +11,473	+16%	+$658K	0.48%	63
2021 Q1	$4.21M	Buy	72,417 +2,786	+4%	+$157K	0.45%	64
2020 Q4	$4.09M	Buy	69,631 +2,341	+3%	+$139K	0.47%	63
2020 Q3	$4M	Buy	67,290 +467	+0.7%	+$27.1K	0.54%	57
2020 Q2	$3.68M	Sell	66,823 -2,717	-4%	-$153K	0.53%	56
2020 Q1	$3.74M	Buy	69,540 +937	+1%	+$53.6K	0.63%	50
2019 Q4	$4.21M	Buy	68,603 +4,229	+7%	+$255K	0.52%	57
2019 Q3	$3.89M	Sell	64,374 -5,619	-8%	-$324K	0.52%	59
2019 Q2	$4M	Buy	69,993 +5,215	+8%	+$300K	0.54%	53
2019 Q1	$3.83M	Buy	64,778 +3,130	+5%	+$177K	0.54%	54
2018 Q4	$3.46M	Buy	61,648 +3,811	+7%	+$216K	0.55%	52
2018 Q3	$3.09M	Sell	57,837 -1,634	-3%	-$86.5K	0.41%	69
2018 Q2	$2.99K	Sell	59,471 -5	-0%	-$242	0.23%	89
2018 Q1	$2.84M	Sell	59,476 -4,272	-7%	-$215K	0.42%	70
2017 Q4	$3.37M	Buy	63,748 +803	+1%	+$39.5K	0.48%	61
2017 Q3	$3.12M	Buy	62,945 +1,707	+3%	+$80.3K	0.45%	67
2017 Q2	$2.73M	Buy	61,238 +6,140	+11%	+$286K	0.42%	74
2017 Q1	$2.69M	Sell	55,098 -2,450	-4%	-$123K	0.43%	69
2016 Q4	$3.07M	Sell	57,548 -654	-1%	-$32.7K	0.52%	58
2016 Q3	$3.02M	Sell	58,202 -135	-0.2%	-$7.25K	0.52%	56
2016 Q2	$3.26M	Buy	58,337 +4,317	+8%	+$224K	0.6%	49
2016 Q1	$2.92M	Buy	54,020 +4,101	+8%	+$205K	0.6%	43
2015 Q4	$2.31M	Sell	49,919 -1,580	-3%	-$71.7K	0.48%	63
2015 Q3	$2.24M	Buy	51,499 +5,067	+11%	+$234K	0.52%	59
2015 Q2	$2.16M	Buy	46,432 +15,722	+51%	+$770K	0.46%	64
2015 Q1	$1.49M	Buy	30,710 +9,427	+44%	+$455K	0.32%	95
2014 Q4	$995K	Sell	21,283 -216	-1%	-$10.6K	0.21%	128
2014 Q3	$1.07M	Sell	21,499 -917	-4%	-$45.6K	0.23%	128
2014 Q2	$1.1M	Sell	22,416 -4,087	-15%	-$198K	0.24%	126
2014 Q1	$1.26M	Buy	26,503 +7,441	+39%	+$352K	0.31%	93
2013 Q4	$936K	Sell	19,062 -8,310	-30%	-$409K	0.24%	121
2013 Q3	$1.28M	Sell	27,372 -12,853	-32%	-$627K	0.36%	76
2013 Q2	$2.02M	Buy	+40,225	New	+$2.05M	0.6%	43

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

ProVise Management Group's VZ Position: Q2 2026 in Review

ProVise Management Group increased its Verizon (VZ) stake by 2.7% in Q2 2026, buying an estimated $116K and bringing the position to 95,101 shares worth $4.03M. The position accounts for 0.27% of the portfolio, ranked #77.

ProVise Management Group first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.41M in Q2 2022. 1,660 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

ProVise Management Group held 95,101 shares of Verizon worth $4.03M as of Q2 2026.
ProVise Management Group bought 2,468 Verizon shares in Q2 2026, an estimated $116K.
Verizon made up 0.27% of ProVise Management Group's portfolio in Q2 2026, its #77 holding.
ProVise Management Group first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
ProVise Management Group's Verizon position peaked at $5.41M in Q2 2022.
1,660 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.