RDFA
VZ icon

Ritter Daniher Financial Advisory’s Verizon VZ Stock Holding History

Ritter Daniher Financial Advisory’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 		$61.6K Sell
1,454
-20
-1% -$938 0.01% 261
2026
Q1 		$74K Buy
1,474
+23
+2% +$1.07K 0.01% 240
2025
Q4 		$59.1K Buy
+1,451
New +$58.9K 0.01% 257
2025
Q3 		– Sell
-264
Closed -$11.4K – 475
2025
Q2 		$11.4K Buy
264
+4
+2% +$173 ﹤0.01% 254
2025
Q1 		$11.8K Buy
260
+4
+2% +$167 ﹤0.01% 239
2024
Q4 		$10.2K Buy
256
+4
+2% +$169 ﹤0.01% 237
2024
Q3 		$11.3K Buy
252
+4
+2% +$167 ﹤0.01% 229
2024
Q2 		$10.2K Buy
248
+4
+2% +$161 ﹤0.01% 228
2024
Q1 		$10.2K Buy
244
+4
+2% +$161 ﹤0.01% 218
2023
Q4 		$9.05K Buy
240
+4
+2% +$142 ﹤0.01% 238
2023
Q3 		$7.64K Sell
236
-129
-35% -$4.36K ﹤0.01% 248
2023
Q2 		$13.6K Buy
365
+138
+61% +$5.11K 0.01% 199
2023
Q1 		$8.84K Buy
227
+3
+1% +$118 ﹤0.01% 215
2022
Q4 		$8.82K Buy
224
+4
+2% +$151 ﹤0.01% 210
2022
Q3 		$8K Buy
220
+3
+1% +$134 0.01% 186
2022
Q2 		$11K Buy
217
+3
+1% +$152 0.01% 165
2022
Q1 		$11K Buy
214
+2
+0.9% +$106 0.01% 170
2021
Q4 		$11K Buy
212
+3
+1% +$157 0.01% 161
2021
Q3 		$11K Buy
209
+77
+58% +$4.26K 0.01% 154
2021
Q2 		$7K Buy
132
+1
+0.8% +$57 0.01% 169
2021
Q1 		$8K Buy
131
+2
+2% +$113 0.01% 156
2020
Q4 		$8K Buy
+129
New +$7.66K 0.01% 149

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

Ritter Daniher Financial Advisory's VZ Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Verizon (VZ) stake by 1.4% in Q2 2026, selling an estimated $938 and leaving 1,454 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #261.

Ritter Daniher Financial Advisory first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $74K in Q1 2026. 1,675 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Ritter Daniher Financial Advisory held 1,454 shares of Verizon worth $61.6K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 20 Verizon shares in Q2 2026, an estimated $938.
  • Verizon made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #261 holding.
  • Ritter Daniher Financial Advisory first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Ritter Daniher Financial Advisory's Verizon position peaked at $74K in Q1 2026.
  • 1,675 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.