Sierra Summit Advisors’s Verizon VZ Stock Holding History

Sierra Summit 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	–	Sell	-5,112	Closed	-$257K	–	239
2026 Q1	$257K	Buy	+5,112	New	+$237K	0.04%	168
2025 Q2	–	Sell	-5,348	Closed	-$243K	–	219
2025 Q1	$243K	Buy	5,348 +75	+1%	+$3.12K	0.05%	171
2024 Q4	$211K	Sell	5,273 -266	-5%	-$11.2K	0.04%	148
2024 Q3	$249K	Sell	5,539 -612	-10%	-$25.5K	0.06%	131
2024 Q2	$254K	Sell	6,151 -909	-13%	-$36.6K	0.06%	140
2024 Q1	$296K	Buy	7,060 +1,204	+21%	+$48.6K	0.08%	126
2023 Q4	$221K	Buy	+5,856	New	+$207K	0.06%	178

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Sierra Summit Advisors's VZ Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,112 shares — an estimated $257K sold.

Sierra Summit Advisors first reported a position in VZ in Q4 2023 and held it in 7 quarters. The position peaked at $296K in Q1 2024. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Sierra Summit Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 5,112 Verizon shares in Q2 2026, an estimated $257K.
Sierra Summit Advisors first reported a position in Verizon in Q4 2023 and held it in 7 quarters.
Sierra Summit Advisors's Verizon position peaked at $296K in Q1 2024.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.