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Roberts Wealth Advisors’s Verizon VZ Stock Holding History

Roberts 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 		$3.02M Buy
71,350
+2,839
+4% +$133K 0.69% 41
2026
Q1 		$3.44M Buy
68,511
+2,277
+3% +$106K 0.87% 33
2025
Q4 		$2.7M Buy
66,234
+1,154
+2% +$46.8K 0.7% 43
2025
Q3 		$2.86M Buy
65,080
+454
+0.7% +$19.7K 0.76% 43
2025
Q2 		$2.8M Buy
64,626
+1,631
+3% +$70.6K 0.8% 43
2025
Q1 		$2.86M Sell
62,995
-59,245
-48% -$2.47M 0.88% 41
2024
Q4 		$4.67M Buy
122,240
+4,588
+4% +$194K 1.42% 22
2024
Q3 		$5.18M Buy
117,652
+2,414
+2% +$101K 1.67% 17
2024
Q2 		$4.76M Buy
115,238
+4,509
+4% +$182K 1.62% 18
2024
Q1 		$4.44M Buy
110,729
+3,894
+4% +$157K 1.66% 16
2023
Q4 		$12.1M Buy
106,835
+2,562
+2% +$90.6K 1.89% 18
2023
Q3 		$3.26M Buy
104,273
+2,223
+2% +$75.1K 1.43% 24
2023
Q2 		$3.8M Buy
102,050
+45,412
+80% +$1.68M 1.67% 22
2023
Q1 		$2.25M Buy
56,638
+2,766
+5% +$109K 1.03% 37
2022
Q4 		$2.16M Sell
53,872
-13,964
-21% -$526K 1.04% 40
2022
Q3 		$2.57M Buy
67,836
+1,425
+2% +$63.5K 1.26% 31
2022
Q2 		$3.35M Buy
66,411
+304
+0.5% +$15.4K 1.46% 22
2022
Q1 		$3.45M Buy
66,107
+1,246
+2% +$66K 1.35% 23
2021
Q4 		$3.4M Buy
64,861
+3,140
+5% +$164K 1.23% 28
2021
Q3 		$3.33M Buy
+61,721
New +$3.41M 1.32% 26

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Roberts Wealth Advisors's VZ Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Verizon (VZ) stake by 4.1% in Q2 2026, buying an estimated $133K and bringing the position to 71,350 shares worth $3.02M. The position accounts for 0.69% of the portfolio, ranked #41.

Roberts Wealth Advisors first reported a position in VZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.1M in Q4 2023. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Roberts Wealth Advisors held 71,350 shares of Verizon worth $3.02M as of Q2 2026.
  • Roberts Wealth Advisors bought 2,839 Verizon shares in Q2 2026, an estimated $133K.
  • Verizon made up 0.69% of Roberts Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Roberts Wealth Advisors first reported a position in Verizon in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Verizon position peaked at $12.1M in Q4 2023.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.