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Quantum Financial Advisors’s Verizon VZ Stock Holding History

Quantum Financial 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 		$498K Sell
11,767
-256
-2% -$12K 0.05% 124
2026
Q1 		$604K Buy
12,023
+464
+4% +$21.5K 0.07% 95
2025
Q4 		$471K Sell
11,559
-442
-4% -$17.9K 0.05% 117
2025
Q3 		$527K Hold
12,001
– – 0.06% 94
2025
Q2 		$519K Buy
12,001
+137
+1% +$5.93K 0.07% 87
2025
Q1 		$538K Sell
11,864
-205
-2% -$8.53K 0.08% 90
2024
Q4 		$483K Sell
12,069
-781
-6% -$32.9K 0.07% 90
2024
Q3 		$577K Sell
12,850
-1,715
-12% -$71.6K 0.09% 88
2024
Q2 		$601K Buy
14,565
+463
+3% +$18.7K 0.11% 79
2024
Q1 		$592K Buy
14,102
+4,296
+44% +$173K 0.11% 79
2023
Q4 		$370K Sell
9,806
-5,238
-35% -$185K 0.09% 66
2023
Q3 		$488K Buy
15,044
+8,569
+132% +$290K 0.14% 54
2023
Q2 		$241K Buy
+6,475
New +$240K 0.07% 82
2023
Q1 		– Sell
-6,028
Closed -$237K – 100
2022
Q4 		$237K Sell
6,028
-271
-4% -$10.2K 0.11% 72
2022
Q3 		$239K Sell
6,299
-40
-0.6% -$1.78K 0.11% 62
2022
Q2 		$284K Buy
+6,339
New +$321K 0.11% 64

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Quantum Financial Advisors's VZ Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Verizon (VZ) stake by 2.1% in Q2 2026, selling an estimated $12K and leaving 11,767 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #124.

Quantum Financial Advisors first reported a position in VZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $604K in Q1 2026. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Quantum Financial Advisors held 11,767 shares of Verizon worth $498K as of Q2 2026.
  • Quantum Financial Advisors sold 256 Verizon shares in Q2 2026, an estimated $12K.
  • Verizon made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Quantum Financial Advisors first reported a position in Verizon in Q2 2022 and has held it in 16 quarters since.
  • Quantum Financial Advisors's Verizon position peaked at $604K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.