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Root Financial Partners’s Verizon VZ Stock Holding History

Root Financial Partners’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 		$433K Buy
10,217
+381
+4% +$17.9K 0.02% 219
2026
Q1 		$494K Buy
9,836
+1,543
+19% +$71.5K 0.02% 163
2025
Q4 		$338K Sell
8,293
-3,512
-30% -$142K 0.02% 213
2025
Q3 		$519K Sell
11,805
-1,789
-13% -$77.4K 0.03% 139
2025
Q2 		$588K Buy
13,594
+4,748
+54% +$206K 0.06% 109
2025
Q1 		$401K Buy
8,846
+1,072
+14% +$44.6K 0.04% 131
2024
Q4 		$311K Buy
+7,774
New +$328K 0.04% 152

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

Root Financial Partners's VZ Position: Q2 2026 in Review

Root Financial Partners increased its Verizon (VZ) stake by 3.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,217 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #219.

Root Financial Partners first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $588K in Q2 2025. 3,150 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Root Financial Partners held 10,217 shares of Verizon worth $433K as of Q2 2026.
  • Root Financial Partners bought 381 Verizon shares in Q2 2026, an estimated $17.9K.
  • Verizon made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #219 holding.
  • Root Financial Partners first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Verizon position peaked at $588K in Q2 2025.
  • 3,150 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.