Selective Wealth Management’s Verizon VZ Stock Holding History

Selective Wealth 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	–	Sell	-4,546	Closed	-$212K	–	141
2026 Q1	$212K	Buy	+4,546	New	+$211K	0.06%	112
2025 Q3	–	Sell	-5,642	Closed	-$240K	–	111
2025 Q2	$240K	Sell	5,642 -625	-10%	-$27.1K	0.09%	90
2025 Q1	$274K	Sell	6,267 -31	-0.5%	-$1.29K	0.12%	81
2024 Q4	$241K	Sell	6,298 -2,405	-28%	-$101K	0.1%	91
2024 Q3	$383K	Sell	8,703 -151	-2%	-$6.3K	0.16%	67
2024 Q2	$366K	Sell	8,854 -751	-8%	-$30.3K	0.16%	68
2024 Q1	$389K	Buy	9,605 +94	+1%	+$3.79K	0.17%	71
2023 Q4	$374K	Buy	9,511 +257	+3%	+$9.09K	0.19%	58
2023 Q3	$292K	Sell	9,254 -261	-3%	-$8.82K	0.16%	62
2023 Q2	$334K	Buy	+9,515	New	+$352K	0.17%	71
2022 Q4	$426K	Sell	10,639 -2,693	-20%	-$101K	0.22%	60
2022 Q3	$506K	Sell	13,332 -6,992	-34%	-$311K	0.22%	63
2022 Q2	$1.03M	Buy	20,324 +6,285	+45%	+$318K	0.37%	40
2022 Q1	$715K	Sell	14,039 -132	-0.9%	-$6.99K	0.26%	48
2021 Q4	$736K	Sell	14,171 -2,376	-14%	-$124K	0.3%	45
2021 Q3	$894K	Buy	16,547 +228	+1%	+$12.6K	0.47%	32
2021 Q2	$914K	Buy	16,319 +1,226	+8%	+$70.4K	0.73%	24
2021 Q1	$878K	Buy	15,093 +1,048	+7%	+$59.1K	0.8%	24
2020 Q4	$825K	Buy	14,045 +3,665	+35%	+$218K	0.53%	28
2020 Q3	$617K	Sell	10,380 -26	-0.2%	-$1.51K	0.48%	27
2020 Q2	$574K	Buy	10,406 +3,166	+44%	+$178K	0.48%	28
2020 Q1	$389K	Hold	7,240	–	–	0.61%	11
2019 Q4	$444K	Sell	7,240 -99	-1%	-$5.97K	0.54%	13
2019 Q3	$443K	Sell	7,339 -243	-3%	-$14K	0.61%	14
2019 Q2	$433K	Buy	7,582 +331	+5%	+$19.1K	0.7%	18
2019 Q1	$429K	Buy	+7,251	New	+$411K	0.52%	16
2018 Q3	$387K	Buy	+7,251	New	+$384K	4.63%	7

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Selective Wealth Management's VZ Position: Q2 2026 in Review

Selective Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,546 shares — an estimated $212K sold.

Selective Wealth Management first reported a position in VZ in Q3 2018 and held it in 27 quarters. The position peaked at $1.03M in Q2 2022. 1,477 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Selective Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Selective Wealth Management sold 4,546 Verizon shares in Q2 2026, an estimated $212K.
Selective Wealth Management first reported a position in Verizon in Q3 2018 and held it in 27 quarters.
Selective Wealth Management's Verizon position peaked at $1.03M in Q2 2022.
1,477 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.