Sagespring Wealth Partners’s Verizon VZ Stock Holding History

Sagespring Wealth 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	$4.27M	Buy	100,757 +5,744	+6%	+$269K	0.07%	141
2026 Q1	$4.77M	Buy	95,013 +8,929	+10%	+$414K	0.09%	117
2025 Q4	$3.51M	Sell	86,084 -28,714	-25%	-$1.16M	0.06%	144
2025 Q3	$5.05M	Buy	114,798 +3,081	+3%	+$133K	0.1%	102
2025 Q2	$4.83M	Buy	111,717 +8,571	+8%	+$371K	0.1%	104
2025 Q1	$4.68M	Sell	103,146 -2,410	-2%	-$100K	0.12%	93
2024 Q4	$4.22M	Buy	+105,556	New	+$4.45M	0.11%	89

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sagespring Wealth Partners's VZ Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Verizon (VZ) stake by 6% in Q2 2026, buying an estimated $269K and bringing the position to 100,757 shares worth $4.27M. The position accounts for 0.07% of the portfolio, ranked #141.

Sagespring Wealth Partners first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q3 2025. 3,154 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Sagespring Wealth Partners held 100,757 shares of Verizon worth $4.27M as of Q2 2026.
Sagespring Wealth Partners bought 5,744 Verizon shares in Q2 2026, an estimated $269K.
Verizon made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #141 holding.
Sagespring Wealth Partners first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Verizon position peaked at $5.05M in Q3 2025.
3,154 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.