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Retirement Planning Group (New York)’s Verizon VZ Stock Holding History

Retirement Planning Group (New York)’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 		$634K Buy
14,967
+110
+0.7% +$5.16K 0.35% 50
2026
Q1 		$746K Buy
14,857
+326
+2% +$15.1K 0.48% 39
2025
Q4 		$592K Buy
14,531
+55
+0.4% +$2.23K 0.4% 44
2025
Q3 		$636K Buy
14,476
+1,310
+10% +$56.7K 0.48% 39
2025
Q2 		$570K Buy
13,166
+63
+0.5% +$2.73K 0.5% 38
2025
Q1 		$594K Buy
13,103
+316
+2% +$13.2K 0.6% 34
2024
Q4 		$511K Buy
+12,787
New +$539K 0.56% 34

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

Retirement Planning Group (New York)'s VZ Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Verizon (VZ) stake by 0.74% in Q2 2026, buying an estimated $5.16K and bringing the position to 14,967 shares worth $634K. The position accounts for 0.35% of the portfolio, ranked #50.

Retirement Planning Group (New York) first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q1 2026. 3,148 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Retirement Planning Group (New York) held 14,967 shares of Verizon worth $634K as of Q2 2026.
  • Retirement Planning Group (New York) bought 110 Verizon shares in Q2 2026, an estimated $5.16K.
  • Verizon made up 0.35% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #50 holding.
  • Retirement Planning Group (New York) first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s Verizon position peaked at $746K in Q1 2026.
  • 3,148 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.