RYIA
VZ icon

Roehl & Yi Investment Advisors’s Verizon VZ Stock Holding History

Roehl & Yi Investment 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 		$614K Sell
14,495
-1,081
-7% -$50.7K 0.2% 99
2026
Q1 		$782K Buy
15,576
+167
+1% +$7.74K 0.29% 72
2025
Q4 		$628K Sell
15,409
-6,719
-30% -$273K 0.25% 83
2025
Q3 		$973K Sell
22,128
-792
-3% -$34.3K 0.42% 47
2025
Q2 		$992K Sell
22,920
-422
-2% -$18.3K 0.51% 39
2025
Q1 		$1.06M Buy
23,342
+1,127
+5% +$46.9K 0.57% 33
2024
Q4 		$888K Buy
+22,215
New +$937K 0.49% 47

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roehl & Yi Investment Advisors's VZ Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Verizon (VZ) stake by 6.9% in Q2 2026, selling an estimated $50.7K and leaving 14,495 shares worth $614K. The position accounts for 0.2% of the portfolio, ranked #99.

Roehl & Yi Investment Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q1 2025. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Roehl & Yi Investment Advisors held 14,495 shares of Verizon worth $614K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 1,081 Verizon shares in Q2 2026, an estimated $50.7K.
  • Verizon made up 0.2% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Roehl & Yi Investment Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Verizon position peaked at $1.06M in Q1 2025.
  • 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.