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Sage Private Wealth Group’s Verizon VZ Stock Holding History

Sage Private Wealth 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 		$395K Buy
9,341
+711
+8% +$33.4K 0.18% 68
2026
Q1 		$433K Sell
8,630
-41
-0.5% -$1.9K 0.22% 58
2025
Q4 		$353K Buy
8,671
+93
+1% +$3.77K 0.19% 69
2025
Q3 		$377K Buy
8,578
+329
+4% +$14.2K 0.21% 69
2025
Q2 		$357K Sell
8,249
-669
-8% -$29K 0.23% 65
2025
Q1 		$405K Sell
8,918
-287
-3% -$11.9K 0.31% 51
2024
Q4 		$368K Sell
9,205
-134
-1% -$5.65K 0.28% 53
2024
Q3 		$419K Buy
9,339
+1,374
+17% +$57.3K 0.33% 45
2024
Q2 		$329K Buy
7,965
+1,067
+15% +$43K 0.28% 59
2024
Q1 		$289K Buy
+6,898
New +$278K 0.23% 61
2022
Q4 		– Sell
-4,347
Closed -$165K – 181
2022
Q3 		$165K Sell
4,347
-775
-15% -$34.5K 0.22% 52
2022
Q2 		$260K Buy
5,122
+847
+20% +$42.8K 0.37% 41
2022
Q1 		$218K Buy
4,275
+450
+12% +$23.8K 0.21% 49
2021
Q4 		$198K Buy
3,825
+175
+5% +$9.13K 0.25% 50
2021
Q3 		$197K Buy
3,650
+65
+2% +$3.6K 0.27% 44
2021
Q2 		$201K Buy
3,585
+81
+2% +$4.65K 0.27% 43
2021
Q1 		$204K Sell
3,504
-611
-15% -$34.5K 0.35% 38
2020
Q4 		$242K Buy
+4,115
New +$244K 0.68% 27

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

Sage Private Wealth Group's VZ Position: Q2 2026 in Review

Sage Private Wealth Group increased its Verizon (VZ) stake by 8.2% in Q2 2026, buying an estimated $33.4K and bringing the position to 9,341 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #68.

Sage Private Wealth Group first reported a position in VZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $433K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sage Private Wealth Group held 9,341 shares of Verizon worth $395K as of Q2 2026.
  • Sage Private Wealth Group bought 711 Verizon shares in Q2 2026, an estimated $33.4K.
  • Verizon made up 0.18% of Sage Private Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Sage Private Wealth Group first reported a position in Verizon in Q4 2020 and has held it in 18 quarters since.
  • Sage Private Wealth Group's Verizon position peaked at $433K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.