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Shore Point Advisors’s Verizon VZ Stock Holding History

Shore Point 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 		$343K Sell
8,094
-73
-0.9% -$3.42K 0.12% 56
2026
Q1 		$410K Buy
8,167
+65
+0.8% +$3.01K 0.16% 52
2025
Q4 		$330K Buy
8,102
+72
+0.9% +$2.92K 0.14% 57
2025
Q3 		$353K Buy
8,030
+64
+0.8% +$2.77K 0.16% 57
2025
Q2 		$345K Sell
7,966
-339
-4% -$14.7K 0.17% 56
2025
Q1 		$377K Buy
8,305
+67
+0.8% +$2.79K 0.2% 48
2024
Q4 		$329K Sell
8,238
-893
-10% -$37.7K 0.18% 51
2024
Q3 		$410K Buy
9,131
+798
+10% +$33.3K 0.22% 45
2024
Q2 		$344K Sell
8,333
-83
-1% -$3.35K 0.2% 46
2024
Q1 		$353K Buy
8,416
+240
+3% +$9.68K 0.2% 44
2023
Q4 		$308K Buy
8,176
+222
+3% +$7.86K 0.19% 45
2023
Q3 		$258K Buy
7,954
+89
+1% +$3.01K 0.19% 46
2023
Q2 		$292K Buy
7,865
+27
+0.3% +$999 0.21% 45
2023
Q1 		$305K Buy
7,838
+716
+10% +$28.2K 0.23% 42
2022
Q4 		$281K Buy
7,122
+72
+1% +$2.71K 0.23% 41
2022
Q3 		$268K Buy
7,050
+58
+0.8% +$2.58K 0.26% 32
2022
Q2 		$355K Buy
6,992
+56
+0.8% +$2.83K 0.33% 27
2022
Q1 		$353K Buy
6,936
+48
+0.7% +$2.54K 0.31% 26
2021
Q4 		$358K Buy
+6,888
New +$359K 0.3% 27

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Shore Point Advisors's VZ Position: Q2 2026 in Review

Shore Point Advisors reduced its Verizon (VZ) stake by 0.89% in Q2 2026, selling an estimated $3.42K and leaving 8,094 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #56.

Shore Point Advisors first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $410K in Q3 2024. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Shore Point Advisors held 8,094 shares of Verizon worth $343K as of Q2 2026.
  • Shore Point Advisors sold 73 Verizon shares in Q2 2026, an estimated $3.42K.
  • Verizon made up 0.12% of Shore Point Advisors's portfolio in Q2 2026, its #56 holding.
  • Shore Point Advisors first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Shore Point Advisors's Verizon position peaked at $410K in Q3 2024.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.