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Schwarz Dygos Wheeler Investment Advisors’s Verizon VZ Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$1.43M Buy
33,773
+634
+2% +$29.7K 0.27% 60
2026
Q1 		$1.66M Buy
33,139
+4,326
+15% +$200K 0.35% 53
2025
Q4 		$1.17M Buy
28,813
+513
+2% +$20.8K 0.24% 61
2025
Q3 		$1.24M Buy
28,300
+14,693
+108% +$636K 0.26% 63
2025
Q2 		$589K Buy
13,607
+291
+2% +$12.6K 0.13% 100
2025
Q1 		$604K Buy
13,316
+395
+3% +$16.4K 0.14% 97
2024
Q4 		$517K Sell
12,921
-13,487
-51% -$569K 0.13% 102
2024
Q3 		$1.19M Sell
26,408
-2,347
-8% -$98K 0.3% 57
2024
Q2 		$1.19M Buy
28,755
+429
+2% +$17.3K 0.32% 60
2024
Q1 		$1.19M Buy
28,326
+610
+2% +$24.6K 0.33% 56
2023
Q4 		$1.04M Sell
27,716
-1,092
-4% -$38.6K 0.32% 55
2023
Q3 		$934K Buy
28,808
+936
+3% +$31.6K 0.32% 56
2023
Q2 		$1.04M Buy
27,872
+765
+3% +$28.3K 0.34% 53
2023
Q1 		$1.05M Buy
27,107
+2,561
+10% +$101K 0.38% 52
2022
Q4 		$967K Sell
24,546
-1,440
-6% -$54.3K 0.38% 50
2022
Q3 		$987K Buy
25,986
+2,819
+12% +$126K 0.44% 48
2022
Q2 		$1.18M Buy
23,167
+857
+4% +$43.4K 0.47% 49
2022
Q1 		$1.14M Buy
22,310
+1,543
+7% +$81.7K 0.38% 51
2021
Q4 		$1.08M Buy
20,767
+3,235
+18% +$169K 0.37% 51
2021
Q3 		$947K Sell
17,532
-83
-0.5% -$4.59K 0.35% 56
2021
Q2 		$987K Buy
17,615
+2,178
+14% +$125K 0.36% 59
2021
Q1 		$898K Buy
15,437
+2,560
+20% +$144K 0.37% 56
2020
Q4 		$757K Buy
12,877
+1,481
+13% +$88K 0.36% 46
2020
Q3 		$678K Buy
11,396
+141
+1% +$8.19K 0.38% 51
2020
Q2 		$613K Buy
11,255
+321
+3% +$18.1K 0.4% 47
2020
Q1 		$587K Sell
10,934
-591
-5% -$33.8K 0.5% 41
2019
Q4 		$708K Hold
11,525
– – 0.48% 41
2019
Q3 		$696K Buy
11,525
+683
+6% +$39.3K 0.55% 40
2019
Q2 		$619K Buy
10,842
+50
+0.5% +$2.88K 0.51% 41
2019
Q1 		$638K Sell
10,792
-78
-0.7% -$4.42K 0.55% 41
2018
Q4 		$611K Buy
+10,870
New +$617K 0.66% 37

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's VZ Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Verizon (VZ) stake by 1.9% in Q2 2026, buying an estimated $29.7K and bringing the position to 33,773 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #60.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.66M in Q1 2026. 2,082 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 33,773 shares of Verizon worth $1.43M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 634 Verizon shares in Q2 2026, an estimated $29.7K.
  • Verizon made up 0.27% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Verizon in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Verizon position peaked at $1.66M in Q1 2026.
  • 2,082 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.