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Retirement Wealth Solutions’s Verizon VZ Stock Holding History

Retirement Wealth Solutions’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 		$12.3K Sell
291
-84
-22% -$3.94K 0.01% 206
2026
Q1 		$18.8K Sell
375
-557
-60% -$25.8K 0.01% 157
2025
Q4 		$38K Sell
932
-92
-9% -$3.73K 0.02% 109
2025
Q3 		$45K Sell
1,024
-229
-18% -$9.91K 0.03% 103
2025
Q2 		$54.2K Buy
1,253
+9
+0.7% +$390 0.04% 87
2025
Q1 		$56.4K Buy
1,244
+10
+0.8% +$416 0.05% 73
2024
Q4 		$46.7K Buy
+1,234
New +$52.1K 0.04% 87

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

Retirement Wealth Solutions's VZ Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Verizon (VZ) stake by 22% in Q2 2026, selling an estimated $3.94K and leaving 291 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #206.

Retirement Wealth Solutions first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.4K in Q1 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Retirement Wealth Solutions held 291 shares of Verizon worth $12.3K as of Q2 2026.
  • Retirement Wealth Solutions sold 84 Verizon shares in Q2 2026, an estimated $3.94K.
  • Verizon made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #206 holding.
  • Retirement Wealth Solutions first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Verizon position peaked at $56.4K in Q1 2025.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.