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Redwood Wealth Management Group’s Verizon VZ Stock Holding History

Redwood 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 		– Sell
-16,451
Closed -$826K – 120
2026
Q1 		$826K Sell
16,451
-453
-3% -$21K 0.36% 62
2025
Q4 		$689K Sell
16,904
-8,032
-32% -$326K 0.29% 74
2025
Q3 		$1.1M Sell
24,936
-4,098
-14% -$177K 0.46% 51
2025
Q2 		$1.26M Sell
29,034
-2,021
-7% -$87.5K 0.56% 45
2025
Q1 		$1.41M Sell
31,055
-3,713
-11% -$155K 0.72% 39
2024
Q4 		$1.39M Sell
34,768
-1,607
-4% -$67.8K 0.68% 39
2024
Q3 		$1.63M Sell
36,375
-500
-1% -$20.9K 0.81% 36
2024
Q2 		$1.52M Sell
36,875
-760
-2% -$30.6K 1.15% 22
2024
Q1 		$1.58M Sell
37,635
-1,893
-5% -$76.4K 1.67% 18
2023
Q4 		$1.49M Sell
39,528
-1,791
-4% -$63.4K 1.65% 18
2023
Q3 		$1.34M Sell
41,319
-489
-1% -$16.5K 1.57% 18
2023
Q2 		$1.55M Buy
41,808
+68
+0.2% +$2.52K 1.72% 14
2023
Q1 		$1.62M Buy
41,740
+998
+2% +$39.4K 1.84% 14
2022
Q4 		$1.61M Buy
+40,742
New +$1.54M 2% 12

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Verizon (VZ) in Q2 2026, closing a stake of 16,451 shares — an estimated $826K sold.

Redwood Wealth Management Group first reported a position in VZ in Q4 2022 and held it in 14 quarters. The position peaked at $1.63M in Q3 2024. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 16,451 Verizon shares in Q2 2026, an estimated $826K.
  • Redwood Wealth Management Group first reported a position in Verizon in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Verizon position peaked at $1.63M in Q3 2024.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.