RPWA
VZ icon

Regent Peak Wealth Advisors’s Verizon VZ Stock Holding History

Regent Peak Wealth 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 		$247K Buy
5,834
+329
+6% +$15.4K 0.05% 180
2026
Q1 		$276K Buy
5,505
+520
+10% +$24.1K 0.06% 148
2025
Q4 		$203K Sell
4,985
-2,305
-32% -$93.5K 0.04% 188
2025
Q3 		$320K Buy
+7,290
New +$316K 0.06% 128
2025
Q1 		$363K Sell
7,999
-125
-2% -$5.2K 0.09% 102
2024
Q4 		$325K Buy
8,124
+62
+0.8% +$2.62K 0.07% 114
2024
Q3 		$362K Buy
8,062
+82
+1% +$3.42K 0.08% 106
2024
Q2 		$329K Buy
7,980
+270
+4% +$10.9K 0.08% 115
2024
Q1 		$324K Buy
7,710
+109
+1% +$4.4K 0.08% 115
2023
Q4 		$287K Buy
7,601
+1,074
+16% +$38K 0.08% 114
2023
Q3 		$212K Sell
6,527
-311
-5% -$10.5K 0.06% 137
2023
Q2 		$254K Buy
6,838
+240
+4% +$8.88K 0.07% 121
2023
Q1 		$257K Sell
6,598
-1,863
-22% -$73.5K 0.08% 123
2022
Q4 		$333K Sell
8,461
-1,231
-13% -$46.4K 0.11% 107
2022
Q3 		$368K Sell
9,692
-508
-5% -$22.6K 0.13% 97
2022
Q2 		$517K Buy
10,200
+870
+9% +$44K 0.17% 81
2022
Q1 		$475K Buy
9,330
+548
+6% +$29K 0.14% 89
2021
Q4 		$456K Sell
8,782
-1,758
-17% -$91.7K 0.12% 99
2021
Q3 		$569K Buy
10,540
+17
+0.2% +$940 0.16% 85
2021
Q2 		$587K Sell
10,523
-802
-7% -$46K 0.16% 85
2021
Q1 		$658K Sell
11,325
-970
-8% -$54.7K 0.22% 74
2020
Q4 		$722K Buy
12,295
+2,309
+23% +$137K 0.24% 67
2020
Q3 		$594K Sell
9,986
-1,042
-9% -$60.5K 0.25% 64
2020
Q2 		$608K Sell
11,028
-1,451
-12% -$81.6K 0.28% 62
2020
Q1 		$670K Buy
12,479
+955
+8% +$54.6K 0.37% 57
2019
Q4 		$707K Buy
+11,524
New +$695K 0.32% 59

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

Regent Peak Wealth Advisors's VZ Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Verizon (VZ) stake by 6% in Q2 2026, buying an estimated $15.4K and bringing the position to 5,834 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #180.

Regent Peak Wealth Advisors first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $722K in Q4 2020. 1,703 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Regent Peak Wealth Advisors held 5,834 shares of Verizon worth $247K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 329 Verizon shares in Q2 2026, an estimated $15.4K.
  • Verizon made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Regent Peak Wealth Advisors first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Verizon position peaked at $722K in Q4 2020.
  • 1,703 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.