SIMA Wealth Partners’s Verizon VZ Stock Holding History

SIMA 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	$9.15K	Hold	216	–	–	0.01%	116
2026 Q1	$10.8K	Sell	216 -216	-50%	-$10K	0.01%	111
2025 Q4	$17.6K	Sell	432 -57	-12%	-$2.31K	0.01%	101
2025 Q3	$21.5K	Sell	489 -193	-28%	-$8.36K	0.02%	104
2025 Q2	$29.5K	Hold	682	–	–	0.02%	96
2025 Q1	$30.9K	Buy	682 +250	+58%	+$10.4K	0.03%	102
2024 Q4	$17.3K	Hold	432	–	–	0.01%	125
2024 Q3	$19.4K	Sell	432 -47	-10%	-$1.96K	0.02%	108
2024 Q2	$19.8K	Buy	+479	New	+$19.3K	0.02%	109

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SIMA Wealth Partners held its Verizon (VZ) position steady in Q2 2026 at 216 shares worth $9.15K. The position accounts for 0.01% of the portfolio, ranked #116.

SIMA Wealth Partners first reported a position in VZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.9K in Q1 2025. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

SIMA Wealth Partners held 216 shares of Verizon worth $9.15K as of Q2 2026.
SIMA Wealth Partners left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #116 holding.
SIMA Wealth Partners first reported a position in Verizon in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Verizon position peaked at $30.9K in Q1 2025.
3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.