Shira Ridge Wealth Management’s Verizon VZ Stock Holding History

Shira Ridge 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	$205K	Buy	4,836 +5	+0.1%	+$235	0.07%	81
2026 Q1	$243K	Sell	4,831 -109	-2%	-$5.05K	0.1%	68
2025 Q4	$201K	Buy	4,940 +2	+0%	+$81	0.08%	83
2025 Q3	$217K	Buy	+4,938	New	+$214K	0.09%	84
2025 Q2	–	Sell	-4,532	Closed	-$206K	–	86
2025 Q1	$206K	Buy	+4,532	New	+$189K	0.1%	75

Other funds holding VZ

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Shira Ridge Wealth Management's VZ Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Verizon (VZ) stake by 0.1% in Q2 2026, buying an estimated $235 and bringing the position to 4,836 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #81.

Shira Ridge Wealth Management first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q1 2026. 1,264 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Shira Ridge Wealth Management held 4,836 shares of Verizon worth $205K as of Q2 2026.
Shira Ridge Wealth Management bought 5 Verizon shares in Q2 2026, an estimated $235.
Verizon made up 0.07% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #81 holding.
Shira Ridge Wealth Management first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
Shira Ridge Wealth Management's Verizon position peaked at $243K in Q1 2026.
1,264 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.