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ShoreHaven Wealth Partners’s Verizon VZ Stock Holding History

ShoreHaven Wealth Partners’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 		$689K Buy
16,271
+76
+0.5% +$3.56K 0.22% 65
2026
Q1 		$813K Buy
16,195
+81
+0.5% +$3.75K 0.29% 59
2025
Q4 		$656K Buy
16,114
+36
+0.2% +$1.46K 0.24% 62
2025
Q3 		$707K Buy
16,078
+31
+0.2% +$1.34K 0.26% 59
2025
Q2 		$694K Buy
16,047
+31
+0.2% +$1.34K 0.28% 58
2025
Q1 		$727K Sell
16,016
-169
-1% -$7.04K 0.35% 50
2024
Q4 		$647K Buy
16,185
+30
+0.2% +$1.27K 0.31% 53
2024
Q3 		$726K Sell
16,155
-496
-3% -$20.7K 0.35% 46
2024
Q2 		$687K Buy
16,651
+87
+0.5% +$3.51K 0.36% 46
2024
Q1 		$695K Sell
16,564
-210
-1% -$8.47K 0.38% 47
2023
Q4 		$632K Buy
16,774
+676
+4% +$23.9K 0.38% 46
2023
Q3 		$522K Buy
16,098
+5,604
+53% +$189K 0.36% 49
2023
Q2 		$390K Sell
10,494
-82
-0.8% -$3.04K 0.26% 48
2023
Q1 		$411K Buy
10,576
+1,086
+11% +$42.8K 0.29% 50
2022
Q4 		$374K Buy
9,490
+787
+9% +$29.7K 0.26% 61
2022
Q3 		$330K Buy
8,703
+1,380
+19% +$61.5K 0.25% 55
2022
Q2 		$371K Buy
7,323
+68
+0.9% +$3.44K 0.27% 56
2022
Q1 		$369K Buy
7,255
+24
+0.3% +$1.27K 0.19% 50
2021
Q4 		$375K Buy
7,231
+1,052
+17% +$54.9K 0.19% 35
2021
Q3 		$333K Buy
6,179
+57
+0.9% +$3.15K 0.17% 35
2021
Q2 		$343K Buy
6,122
+54
+0.9% +$3.1K 0.18% 38
2021
Q1 		$353K Sell
6,068
-171
-3% -$9.65K 0.19% 41
2020
Q4 		$367K Buy
+6,239
New +$371K 0.21% 40

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

ShoreHaven Wealth Partners's VZ Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Verizon (VZ) stake by 0.47% in Q2 2026, buying an estimated $3.56K and bringing the position to 16,271 shares worth $689K. The position accounts for 0.22% of the portfolio, ranked #65.

ShoreHaven Wealth Partners first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $813K in Q1 2026. 1,825 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • ShoreHaven Wealth Partners held 16,271 shares of Verizon worth $689K as of Q2 2026.
  • ShoreHaven Wealth Partners bought 76 Verizon shares in Q2 2026, an estimated $3.56K.
  • Verizon made up 0.22% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • ShoreHaven Wealth Partners first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's Verizon position peaked at $813K in Q1 2026.
  • 1,825 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.