ROI Financial Advisors’s Verizon VZ Stock Holding History

ROI Financial 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	$766K	Buy	18,101 +2,858	+19%	+$134K	0.4%	41
2026 Q1	$765K	Buy	15,243 +331	+2%	+$15.3K	0.46%	40
2025 Q4	$607K	Buy	14,912 +1,859	+14%	+$75.4K	0.35%	40
2025 Q3	$574K	Buy	13,053 +2,976	+30%	+$129K	0.34%	44
2025 Q2	$436K	Buy	+10,077	New	+$436K	0.28%	49

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ROI Financial Advisors's VZ Position: Q2 2026 in Review

ROI Financial Advisors increased its Verizon (VZ) stake by 19% in Q2 2026, buying an estimated $134K and bringing the position to 18,101 shares worth $766K. The position accounts for 0.4% of the portfolio, ranked #41.

ROI Financial Advisors first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

ROI Financial Advisors held 18,101 shares of Verizon worth $766K as of Q2 2026.
ROI Financial Advisors bought 2,858 Verizon shares in Q2 2026, an estimated $134K.
Verizon made up 0.4% of ROI Financial Advisors's portfolio in Q2 2026, its #41 holding.
ROI Financial Advisors first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.