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Simplicity Wealth’s Verizon VZ Stock Holding History

Simplicity Wealth’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 		$12.5M Buy
296,339
+213,722
+259% +$10M 0.42% 57
2026
Q1 		$4.15M Buy
82,617
+9,694
+13% +$449K 0.24% 98
2025
Q4 		$2.97M Buy
72,923
+6,076
+9% +$246K 0.18% 127
2025
Q3 		$2.94M Sell
66,847
-28,784
-30% -$1.25M 0.17% 131
2025
Q2 		$4.14M Buy
95,631
+58,656
+159% +$2.54M 0.17% 133
2025
Q1 		$1.68M Buy
+36,975
New +$1.54M 0.13% 177
2024
Q4 		– Sell
-29,454
Closed -$1.32M – 518
2024
Q3 		$1.32M Sell
29,454
-94,712
-76% -$3.95M 0.12% 153
2024
Q2 		$5.12M Sell
124,166
-12,117
-9% -$488K 0.12% 177
2024
Q1 		$5.72M Buy
136,283
+128,924
+1,752% +$5.2M 0.14% 154
2023
Q4 		$277K Buy
+7,359
New +$260K 0.11% 147

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simplicity Wealth's VZ Position: Q2 2026 in Review

Simplicity Wealth increased its Verizon (VZ) stake by 259% in Q2 2026, buying an estimated $10M and bringing the position to 296,339 shares worth $12.5M. The position accounts for 0.42% of the portfolio, ranked #57.

Simplicity Wealth first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Simplicity Wealth held 296,339 shares of Verizon worth $12.5M as of Q2 2026.
  • Simplicity Wealth bought 213,722 Verizon shares in Q2 2026, an estimated $10M.
  • Verizon made up 0.42% of Simplicity Wealth's portfolio in Q2 2026, its #57 holding.
  • Simplicity Wealth first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.