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Roxbury Financial’s Verizon VZ Stock Holding History

Roxbury Financial’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 		$138K Sell
3,248
-78
-2% -$3.66K 0.11% 126
2026
Q1 		$167K Buy
3,326
+13
+0.4% +$602 0.15% 105
2025
Q4 		$135K Sell
3,313
-802
-19% -$32.5K 0.12% 113
2025
Q3 		$181K Sell
4,115
-406
-9% -$17.6K 0.17% 95
2025
Q2 		$196K Buy
4,521
+22
+0.5% +$953 0.19% 86
2025
Q1 		$194K Buy
4,499
+30
+0.7% +$1.25K 0.19% 87
2024
Q4 		$198K Buy
+4,469
New +$189K 0.19% 87

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roxbury Financial's VZ Position: Q2 2026 in Review

Roxbury Financial reduced its Verizon (VZ) stake by 2.3% in Q2 2026, selling an estimated $3.66K and leaving 3,248 shares worth $138K. The position accounts for 0.11% of the portfolio, ranked #126.

Roxbury Financial first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $198K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Roxbury Financial held 3,248 shares of Verizon worth $138K as of Q2 2026.
  • Roxbury Financial sold 78 Verizon shares in Q2 2026, an estimated $3.66K.
  • Verizon made up 0.11% of Roxbury Financial's portfolio in Q2 2026, its #126 holding.
  • Roxbury Financial first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Verizon position peaked at $198K in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.