SageView Advisory Group’s Verizon VZ Stock Holding History

SageView 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	$1.47M	Sell	34,619 -328	-0.9%	-$15.4K	0.05%	198
2026 Q1	$1.75M	Sell	34,947 -4,046	-10%	-$188K	0.06%	154
2025 Q4	$1.59M	Sell	38,993 -4,442	-10%	-$180K	0.05%	190
2025 Q3	$1.91M	Buy	43,435 +4,396	+11%	+$190K	0.07%	162
2025 Q2	$1.65M	Buy	39,039 +2,724	+8%	+$118K	0.06%	166
2025 Q1	$1.65M	Buy	36,315 +361	+1%	+$15K	0.07%	144
2024 Q4	$1.44M	Buy	35,954 +1,276	+4%	+$53.8K	0.06%	170
2024 Q3	$1.56M	Sell	34,678 -12,357	-26%	-$516K	0.08%	139
2024 Q2	$1.94M	Buy	+47,035	New	+$1.9M	0.09%	129
2024 Q1	–	Sell	-61,643	Closed	-$2.62M	–	827
2023 Q4	$2.62M	Buy	61,643 +26,997	+78%	+$955K	0.11%	113
2023 Q3	$1.12M	Sell	34,646 -7,195	-17%	-$243K	0.06%	191
2023 Q2	$1.56M	Sell	41,841 -1,058	-2%	-$39.2K	0.09%	151
2023 Q1	$1.67M	Buy	42,899 +23,153	+117%	+$913K	0.11%	128
2022 Q4	$778K	Buy	+19,746	New	+$744K	0.06%	182

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

SageView Advisory Group's VZ Position: Q2 2026 in Review

SageView Advisory Group reduced its Verizon (VZ) stake by 0.94% in Q2 2026, selling an estimated $15.4K and leaving 34,619 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #198.

SageView Advisory Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.62M in Q4 2023. 3,154 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

SageView Advisory Group held 34,619 shares of Verizon worth $1.47M as of Q2 2026.
SageView Advisory Group sold 328 Verizon shares in Q2 2026, an estimated $15.4K.
Verizon made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #198 holding.
SageView Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Verizon position peaked at $2.62M in Q4 2023.
3,154 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.