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Sax Wealth Advisors’s Verizon VZ Stock Holding History

Sax 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 		$1.56M Buy
31,043
+12,936
+71% +$607K 0.06% 177
2026
Q1 		$738K Sell
18,107
-143
-0.8% -$6.63K 0.04% 231
2025
Q4 		$743K Sell
18,250
-5,741
-24% -$233K 0.04% 237
2025
Q3 		$1.05M Buy
23,991
+612
+3% +$26.5K 0.06% 180
2025
Q2 		$1.01M Buy
23,379
+966
+4% +$41.8K 0.06% 176
2025
Q1 		$1.02M Sell
22,413
-4,155
-16% -$173K 0.07% 139
2024
Q4 		$1.06M Sell
26,568
-812
-3% -$34.3K 0.08% 116
2024
Q3 		$1.23M Buy
27,380
+14,713
+116% +$614K 0.11% 78
2024
Q2 		$522K Buy
12,667
+2,689
+27% +$108K 0.05% 140
2024
Q1 		$419K Sell
9,978
-933
-9% -$37.6K 0.05% 128
2023
Q4 		$411K Sell
10,911
-1,292
-11% -$45.7K 0.07% 132
2023
Q3 		$396K Buy
12,203
+670
+6% +$22.6K 0.08% 126
2023
Q2 		$429K Sell
11,533
-2,316
-17% -$85.7K 0.09% 122
2023
Q1 		$539K Sell
13,849
-1,743
-11% -$68.7K 0.12% 102
2022
Q4 		$614K Sell
15,592
-317
-2% -$11.9K 0.14% 85
2022
Q3 		$604K Buy
15,909
+646
+4% +$28.8K 0.16% 83
2022
Q2 		$775K Buy
15,263
+418
+3% +$21.1K 0.2% 73
2022
Q1 		$756K Sell
14,845
-122
-0.8% -$6.46K 0.18% 70
2021
Q4 		$778K Sell
14,967
-406
-3% -$21.2K 0.16% 82
2021
Q3 		$830K Sell
15,373
-325
-2% -$18K 0.2% 70
2021
Q2 		$880K Buy
15,698
+3,832
+32% +$220K 0.3% 63
2021
Q1 		$690K Buy
11,866
+3,168
+36% +$179K 0.25% 70
2020
Q4 		$511K Buy
+8,698
New +$517K 0.23% 75

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sax Wealth Advisors's VZ Position: Q2 2026 in Review

Sax Wealth Advisors increased its Verizon (VZ) stake by 71% in Q2 2026, buying an estimated $607K and bringing the position to 31,043 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #177.

Sax Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. 1,777 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sax Wealth Advisors held 31,043 shares of Verizon worth $1.56M as of Q2 2026.
  • Sax Wealth Advisors bought 12,936 Verizon shares in Q2 2026, an estimated $607K.
  • Verizon made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Sax Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • 1,777 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.