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Sarver Vrooman Wealth Advisors’s Verizon VZ Stock Holding History

Sarver Vrooman 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 		$11K Hold
259
– – 0.01% 115
2026
Q1 		$13K Hold
259
– – 0.01% 111
2025
Q4 		$10.5K Hold
259
– – 0.01% 113
2025
Q3 		$11.4K Sell
259
-259
-50% -$11.2K 0.01% 112
2025
Q2 		$22.4K Hold
518
– – 0.01% 103
2025
Q1 		$23.5K Buy
+518
New +$21.6K 0.02% 103

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

Sarver Vrooman Wealth Advisors's VZ Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Verizon (VZ) position steady in Q2 2026 at 259 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #115.

Sarver Vrooman Wealth Advisors first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.5K in Q1 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 259 shares of Verizon worth $11K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Verizon share count unchanged in Q2 2026.
  • Verizon made up 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Verizon position peaked at $23.5K in Q1 2025.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.