SLWA
VZ icon

San Luis Wealth Advisors’s Verizon VZ Stock Holding History

San Luis Wealth Advisors’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 		$2.16M Sell
50,983
-157,345
-76% -$7.38M 0.32% 56
2026
Q1 		$10.5M Buy
208,328
+39,915
+24% +$1.85M 1.73% 16
2025
Q4 		$6.86M Buy
168,413
+143,990
+590% +$5.84M 1.15% 26
2025
Q3 		$1.07M Buy
24,423
+6,690
+38% +$290K 0.19% 71
2025
Q2 		$767K Sell
17,733
-1,835
-9% -$79.5K 0.16% 70
2025
Q1 		$888K Sell
19,568
-13,801
-41% -$575K 0.2% 57
2024
Q4 		$1.33M Sell
33,369
-82,160
-71% -$3.47M 0.25% 48
2024
Q3 		$5.19M Sell
115,529
-2,950
-2% -$123K 1.07% 22
2024
Q2 		$4.89M Sell
118,479
-27,959
-19% -$1.13M 1.17% 20
2024
Q1 		$6.14M Sell
146,438
-12,123
-8% -$489K 3.23% 7
2023
Q4 		$5.98M Buy
158,561
+10,489
+7% +$371K 2.53% 9
2023
Q3 		$4.8M Buy
148,072
+2,616
+2% +$88.4K 2.31% 12
2023
Q2 		$5.41M Buy
145,456
+21,875
+18% +$810K 1.91% 12
2023
Q1 		$4.81M Buy
123,581
+25,473
+26% +$1M 1.84% 11
2022
Q4 		$3.87M Buy
98,108
+67,038
+216% +$2.53M 3.6% 7
2022
Q3 		$1.18M Buy
31,070
+19,645
+172% +$875K 1.24% 24
2022
Q2 		$580K Sell
11,425
-2,064
-15% -$104K 0.67% 34
2022
Q1 		$701K Hold
13,489
– – 0.34% 66
2021
Q4 		$701K Sell
13,489
-10,124
-43% -$528K 0.71% 37
2021
Q3 		$1.27M Buy
+23,613
New +$1.31M 0.71% 40
2020
Q4 		$756K Buy
+12,873
New +$765K 0.49% 52

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

San Luis Wealth Advisors's VZ Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Verizon (VZ) stake by 76% in Q2 2026, selling an estimated $7.38M and leaving 50,983 shares worth $2.16M. The position accounts for 0.32% of the portfolio, ranked #56.

San Luis Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.5M in Q1 2026. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • San Luis Wealth Advisors held 50,983 shares of Verizon worth $2.16M as of Q2 2026.
  • San Luis Wealth Advisors sold 157,345 Verizon shares in Q2 2026, an estimated $7.38M.
  • Verizon made up 0.32% of San Luis Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • San Luis Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 21 quarters since.
  • San Luis Wealth Advisors's Verizon position peaked at $10.5M in Q1 2026.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.