Sagewood Asset Management’s Verizon VZ Stock Holding History

Sagewood Asset Management’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	$577K	Buy	13,624 +2,256	+20%	+$106K	0.13%	155
2026 Q1	$571K	Buy	11,368 +286	+3%	+$13.3K	0.18%	111
2025 Q4	$451K	Buy	+11,082	New	+$450K	0.16%	109

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sagewood Asset Management's VZ Position: Q2 2026 in Review

Sagewood Asset Management increased its Verizon (VZ) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 13,624 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #155.

Sagewood Asset Management first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. 1,723 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Sagewood Asset Management held 13,624 shares of Verizon worth $577K as of Q2 2026.
Sagewood Asset Management bought 2,256 Verizon shares in Q2 2026, an estimated $106K.
Verizon made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #155 holding.
Sagewood Asset Management first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
1,723 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.