Rockline Wealth Management’s Verizon VZ Stock Holding History

Rockline 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	$2.85M	Sell	67,335 -459	-0.7%	-$21.5K	0.55%	49
2026 Q1	$3.4M	Sell	67,794 -1,299	-2%	-$60.2K	0.74%	41
2025 Q4	$2.81M	Buy	69,093 +425	+0.6%	+$17.2K	0.57%	47
2025 Q3	$3.02M	Buy	68,668 +2,010	+3%	+$87K	0.62%	44
2025 Q2	$2.88M	Buy	66,658 +1,151	+2%	+$49.8K	0.68%	44
2025 Q1	$2.97M	Buy	65,507 +3,810	+6%	+$159K	0.83%	41
2024 Q4	$2.47M	Buy	61,697 +5,614	+10%	+$237K	0.66%	49
2024 Q3	$2.52M	Buy	56,083 +3,679	+7%	+$154K	0.71%	50
2024 Q2	$2.16M	Buy	52,404 +4,719	+10%	+$190K	0.67%	47
2024 Q1	$2M	Buy	47,685 +1,976	+4%	+$79.7K	0.7%	46
2023 Q4	$1.72M	Buy	+45,709	New	+$1.62M	0.72%	47

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rockline Wealth Management's VZ Position: Q2 2026 in Review

Rockline Wealth Management reduced its Verizon (VZ) stake by 0.68% in Q2 2026, selling an estimated $21.5K and leaving 67,335 shares worth $2.85M. The position accounts for 0.55% of the portfolio, ranked #49.

Rockline Wealth Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.4M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Rockline Wealth Management held 67,335 shares of Verizon worth $2.85M as of Q2 2026.
Rockline Wealth Management sold 459 Verizon shares in Q2 2026, an estimated $21.5K.
Verizon made up 0.55% of Rockline Wealth Management's portfolio in Q2 2026, its #49 holding.
Rockline Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's Verizon position peaked at $3.4M in Q1 2026.
1,703 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.