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Safeguard Investment Advisory Group’s Verizon VZ Stock Holding History

Safeguard Investment Advisory Group’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 		$806K Buy
19,048
+4,605
+32% +$216K 0.19% 57
2026
Q1 		$725K Sell
14,443
-648
-4% -$30K 0.2% 54
2025
Q4 		$615K Buy
15,091
+5,362
+55% +$217K 0.16% 61
2025
Q3 		$428K Buy
9,729
+1,338
+16% +$57.9K 0.11% 87
2025
Q2 		$363K Buy
8,391
+116
+1% +$5.02K 0.09% 96
2025
Q1 		$376K Buy
8,275
+631
+8% +$26.3K 0.1% 83
2024
Q4 		$306K Sell
7,644
-248
-3% -$10.5K 0.08% 84
2024
Q3 		$355K Buy
7,892
+1,389
+21% +$58K 0.1% 75
2024
Q2 		$268K Buy
6,503
+348
+6% +$14K 0.08% 79
2024
Q1 		$258K Sell
6,155
-371
-6% -$15K 0.09% 79
2023
Q4 		$246K Buy
+6,526
New +$231K 0.09% 81
2023
Q3 		– Sell
-5,479
Closed -$204K – 104
2023
Q2 		$204K Buy
5,479
+327
+6% +$12.1K 0.09% 95
2023
Q1 		$200K Buy
+5,152
New +$203K 0.1% 93
2021
Q2 		– Sell
-3,479
Closed -$202K – 87
2021
Q1 		$202K Buy
3,479
+107
+3% +$6.04K 0.18% 73
2020
Q4 		$198K Buy
+3,372
New +$200K 0.18% 74

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's VZ Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Verizon (VZ) stake by 32% in Q2 2026, buying an estimated $216K and bringing the position to 19,048 shares worth $806K. The position accounts for 0.19% of the portfolio, ranked #57.

Safeguard Investment Advisory Group first reported a position in VZ in Q4 2020 and has held it in 15 quarters since. 3,165 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Safeguard Investment Advisory Group held 19,048 shares of Verizon worth $806K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 4,605 Verizon shares in Q2 2026, an estimated $216K.
  • Verizon made up 0.19% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #57 holding.
  • Safeguard Investment Advisory Group first reported a position in Verizon in Q4 2020 and has held it in 15 quarters since.
  • 3,165 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.