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Robertson Stephens Wealth Management’s Verizon VZ Stock Holding History

Robertson Stephens Wealth Management’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 		$481K Sell
11,367
-1,866
-14% -$87.5K 0.01% 446
2026
Q1 		$664K Sell
13,233
-43
-0.3% -$1.99K 0.02% 371
2025
Q4 		$541K Buy
13,276
+2,194
+20% +$89K 0.01% 411
2025
Q3 		$487K Sell
11,082
-1,234
-10% -$53.4K 0.01% 363
2025
Q2 		$533K Buy
12,316
+1,288
+12% +$55.8K 0.02% 355
2025
Q1 		$500K Sell
11,028
-23
-0.2% -$957 0.02% 363
2024
Q4 		$442K Sell
11,051
-1,428
-11% -$60.2K 0.02% 382
2024
Q3 		$560K Sell
12,479
-2,647
-17% -$110K 0.02% 387
2024
Q2 		$624K Buy
15,126
+1,017
+7% +$41K 0.03% 293
2024
Q1 		$592K Buy
14,109
+2,496
+21% +$101K 0.03% 315
2023
Q4 		$438K Buy
11,613
+952
+9% +$33.7K 0.03% 330
2023
Q3 		$346K Sell
10,661
-2,250
-17% -$76K 0.02% 361
2023
Q2 		$480K Sell
12,911
-5,894
-31% -$218K 0.03% 283
2023
Q1 		$731K Buy
18,805
+3,438
+22% +$136K 0.06% 240
2022
Q4 		$605K Buy
15,367
+1,603
+12% +$60.4K 0.06% 233
2022
Q3 		$522K Sell
13,764
-998
-7% -$44.4K 0.05% 216
2022
Q2 		$749K Sell
14,762
-1,245
-8% -$63K 0.07% 191
2022
Q1 		$815K Buy
16,007
+3,139
+24% +$166K 0.07% 203
2021
Q4 		$668K Buy
12,868
+901
+8% +$47K 0.06% 230
2021
Q3 		$646K Sell
11,967
-612
-5% -$33.9K 0.07% 174
2021
Q2 		$704K Buy
12,579
+138
+1% +$7.92K 0.08% 169
2021
Q1 		$723K Buy
12,441
+3,332
+37% +$188K 0.12% 139
2020
Q4 		$535K Sell
9,109
-68
-0.7% -$4.04K 0.11% 134
2020
Q3 		$545K Buy
9,177
+2,836
+45% +$165K 0.13% 125
2020
Q2 		$349K Sell
6,341
-4,581
-42% -$258K 0.1% 133
2020
Q1 		$587K Buy
10,922
+2,737
+33% +$157K 0.2% 93
2019
Q4 		$502K Sell
8,185
-7,480
-48% -$451K 0.25% 63
2019
Q3 		$946K Buy
+15,665
New +$902K 0.48% 48

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robertson Stephens Wealth Management's VZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Verizon (VZ) stake by 14% in Q2 2026, selling an estimated $87.5K and leaving 11,367 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #446.

Robertson Stephens Wealth Management first reported a position in VZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $946K in Q3 2019. 1,519 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 11,367 shares of Verizon worth $481K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,866 Verizon shares in Q2 2026, an estimated $87.5K.
  • Verizon made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Robertson Stephens Wealth Management first reported a position in Verizon in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's Verizon position peaked at $946K in Q3 2019.
  • 1,519 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.