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Realta Investment Advisors’s Verizon VZ Stock Holding History

Realta Investment 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 		$205K Sell
4,830
-5,841
-55% -$274K 0.06% 211
2026
Q1 		$536K Sell
10,671
-175
-2% -$8.11K 0.19% 119
2025
Q4 		$442K Sell
10,846
-557
-5% -$22.6K 0.14% 133
2025
Q3 		$501K Sell
11,403
-795
-7% -$34.4K 0.17% 120
2025
Q2 		$528K Sell
12,198
-2,676
-18% -$116K 0.21% 104
2025
Q1 		$675K Sell
14,874
-2,309
-13% -$96.1K 0.31% 79
2024
Q4 		$692K Sell
17,183
-2,875
-14% -$121K 0.28% 76
2024
Q3 		$866K Sell
20,058
-41,051
-67% -$1.71M 0.4% 62
2024
Q2 		$2.52M Sell
61,109
-6,132
-9% -$247K 0.49% 37
2024
Q1 		$2.82M Buy
67,241
+690
+1% +$27.8K 0.58% 26
2023
Q4 		$2.51M Sell
66,551
-8,819
-12% -$312K 0.57% 28
2023
Q3 		$2.8M Sell
75,370
-4,770
-6% -$161K 0.64% 21
2023
Q2 		$2.98M Sell
80,140
-2,523
-3% -$93.4K 0.65% 19
2023
Q1 		$3.21M Sell
82,663
-3,022
-4% -$119K 0.78% 16
2022
Q4 		$3.38M Buy
85,685
+14,554
+20% +$548K 0.82% 14
2022
Q3 		$2.7M Sell
71,131
-1,383
-2% -$61.6K 0.71% 19
2022
Q2 		$3.75M Buy
72,514
+13,948
+24% +$706K 0.92% 14
2022
Q1 		$2.98M Buy
58,566
+7,291
+14% +$386K 0.59% 24
2021
Q4 		$2.66M Sell
51,275
-140
-0.3% -$7.3K 0.59% 28
2021
Q3 		$2.78M Buy
51,415
+2,508
+5% +$139K 0.65% 28
2021
Q2 		$2.74M Buy
48,907
+4,538
+10% +$260K 0.65% 28
2021
Q1 		$2.58M Buy
44,369
+4,391
+11% +$248K 0.68% 28
2020
Q4 		$2.35M Buy
39,978
+5,339
+15% +$317K 0.67% 25
2020
Q3 		$2.06M Buy
34,639
+4,106
+13% +$239K 0.69% 24
2020
Q2 		$1.68M Buy
30,533
+2,960
+11% +$167K 0.55% 36
2020
Q1 		$1.48M Sell
27,573
-3,785
-12% -$217K 0.64% 29
2019
Q4 		$1.88M Sell
31,358
-608
-2% -$36.7K 0.52% 29
2019
Q3 		$1.92M Buy
31,966
+1,427
+5% +$82.2K 0.52% 28
2019
Q2 		$1.74M Buy
30,539
+3,123
+11% +$180K 0.48% 33
2019
Q1 		$1.63M Buy
+27,416
New +$1.55M 0.74% 16

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Realta Investment Advisors's VZ Position: Q2 2026 in Review

Realta Investment Advisors reduced its Verizon (VZ) stake by 55% in Q2 2026, selling an estimated $274K and leaving 4,830 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #211.

Realta Investment Advisors first reported a position in VZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.75M in Q2 2022. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Realta Investment Advisors held 4,830 shares of Verizon worth $205K as of Q2 2026.
  • Realta Investment Advisors sold 5,841 Verizon shares in Q2 2026, an estimated $274K.
  • Verizon made up 0.06% of Realta Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Realta Investment Advisors first reported a position in Verizon in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Verizon position peaked at $3.75M in Q2 2022.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.