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Sage Investment Advisers’s Verizon VZ Stock Holding History

Sage Investment Advisers’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 		$401K Buy
9,467
+195
+2% +$9.15K 0.27% 68
2026
Q1 		$458K Sell
9,272
-175
-2% -$8.11K 0.34% 61
2025
Q4 		$385K Buy
+9,447
New +$383K 0.29% 65
2024
Q3 		$451K Buy
10,043
+696
+7% +$29K 0.47% 46
2024
Q2 		$385K Buy
9,347
+1,320
+16% +$53.2K 0.44% 48
2024
Q1 		$337K Buy
8,027
+1,405
+21% +$56.7K 0.39% 52
2023
Q4 		$250K Sell
6,622
-739
-10% -$26.1K 0.3% 54
2023
Q3 		$239K Buy
7,361
+733
+11% +$24.8K 0.33% 51
2023
Q2 		$246K Buy
6,628
+245
+4% +$9.07K 0.33% 51
2023
Q1 		$248K Buy
6,383
+359
+6% +$14.2K 0.33% 50
2022
Q4 		$237K Sell
6,024
-1,073
-15% -$40.4K 0.34% 55
2022
Q3 		$269K Sell
7,097
-218
-3% -$9.71K 0.42% 51
2022
Q2 		$371K Sell
7,315
-574
-7% -$29K 0.58% 42
2022
Q1 		$402K Buy
7,889
+761
+11% +$40.3K 0.53% 49
2021
Q4 		$370K Buy
+7,128
New +$372K 0.48% 49

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sage Investment Advisers's VZ Position: Q2 2026 in Review

Sage Investment Advisers increased its Verizon (VZ) stake by 2.1% in Q2 2026, buying an estimated $9.15K and bringing the position to 9,467 shares worth $401K. The position accounts for 0.27% of the portfolio, ranked #68.

Sage Investment Advisers first reported a position in VZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $458K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sage Investment Advisers held 9,467 shares of Verizon worth $401K as of Q2 2026.
  • Sage Investment Advisers bought 195 Verizon shares in Q2 2026, an estimated $9.15K.
  • Verizon made up 0.27% of Sage Investment Advisers's portfolio in Q2 2026, its #68 holding.
  • Sage Investment Advisers first reported a position in Verizon in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's Verizon position peaked at $458K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.