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Signature Wealth Management Partners’s Verizon VZ Stock Holding History

Signature Wealth Management 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 		$307K Sell
7,257
-3,953
-35% -$185K 0.14% 94
2026
Q1 		$563K Buy
11,210
+436
+4% +$20.2K 0.28% 67
2025
Q4 		$439K Sell
10,774
-4,657
-30% -$189K 0.22% 77
2025
Q3 		$678K Buy
15,431
+1,308
+9% +$56.6K 0.36% 53
2025
Q2 		$611K Buy
14,123
+92
+0.7% +$3.98K 0.35% 52
2025
Q1 		$636K Sell
14,031
-1,905
-12% -$79.3K 0.42% 46
2024
Q4 		$637K Buy
15,936
+78
+0.5% +$3.29K 0.44% 47
2024
Q3 		$712K Sell
15,858
-457
-3% -$19.1K 0.52% 46
2024
Q2 		$673K Sell
16,315
-334
-2% -$13.5K 0.51% 43
2024
Q1 		$699K Buy
16,649
+74
+0.4% +$2.98K 0.57% 40
2023
Q4 		$625K Buy
16,575
+147
+0.9% +$5.2K 0.55% 43
2023
Q3 		$532K Sell
16,428
-5,495
-25% -$186K 0.52% 44
2023
Q2 		$815K Sell
21,923
-295
-1% -$10.9K 0.76% 32
2023
Q1 		$864K Sell
22,218
-176
-0.8% -$6.94K 0.8% 32
2022
Q4 		$882K Sell
22,394
-966
-4% -$36.4K 0.87% 34
2022
Q3 		$887K Sell
23,360
-131
-0.6% -$5.83K 0.98% 24
2022
Q2 		$1.19M Buy
23,491
+116
+0.5% +$5.87K 1.22% 22
2022
Q1 		$1.19M Sell
23,375
-4,835
-17% -$256K 1.01% 26
2021
Q4 		$1.47M Buy
28,210
+12,231
+77% +$638K 1.24% 20
2021
Q3 		$863K Buy
15,979
+1,700
+12% +$94K 0.78% 33
2021
Q2 		$800K Buy
14,279
+440
+3% +$25.3K 0.73% 34
2021
Q1 		$805K Buy
13,839
+2,888
+26% +$163K 0.77% 35
2020
Q4 		$643K Buy
+10,951
New +$650K 0.64% 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
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

Signature Wealth Management Partners's VZ Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Verizon (VZ) stake by 35% in Q2 2026, selling an estimated $185K and leaving 7,257 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #94.

Signature Wealth Management Partners first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2021. 1,759 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Signature Wealth Management Partners held 7,257 shares of Verizon worth $307K as of Q2 2026.
  • Signature Wealth Management Partners sold 3,953 Verizon shares in Q2 2026, an estimated $185K.
  • Verizon made up 0.14% of Signature Wealth Management Partners's portfolio in Q2 2026, its #94 holding.
  • Signature Wealth Management Partners first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Signature Wealth Management Partners's Verizon position peaked at $1.47M in Q4 2021.
  • 1,759 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.