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SkyOak Wealth’s Verizon VZ Stock Holding History

SkyOak 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 		$1.71M Sell
40,500
-692
-2% -$32.5K 0.28% 68
2026
Q1 		$2.07M Sell
41,192
-138
-0.3% -$6.4K 0.38% 62
2025
Q4 		$1.68M Sell
41,330
-1,651
-4% -$67K 0.3% 68
2025
Q3 		$1.89M Sell
42,981
-495
-1% -$21.4K 0.36% 62
2025
Q2 		$1.88M Sell
43,476
-631
-1% -$27.3K 0.38% 60
2025
Q1 		$2M Sell
44,107
-16,130
-27% -$671K 0.44% 57
2024
Q4 		$2.41M Sell
60,237
-14,083
-19% -$594K 0.52% 55
2024
Q3 		$3.34M Sell
74,320
-8,327
-10% -$348K 0.74% 36
2024
Q2 		$3.41M Sell
82,647
-201
-0.2% -$8.1K 0.8% 34
2024
Q1 		$3.48M Sell
82,848
-441
-0.5% -$17.8K 0.83% 31
2023
Q4 		$3.14M Sell
83,289
-21,762
-21% -$770K 0.82% 31
2023
Q3 		$3.4M Sell
105,051
-147
-0.1% -$4.97K 1% 28
2023
Q2 		$3.91M Sell
105,198
-11,365
-10% -$421K 1.11% 25
2023
Q1 		$4.53M Buy
116,563
+939
+0.8% +$37K 1.38% 17
2022
Q4 		$4.56M Buy
115,624
+2,860
+3% +$108K 1.53% 16
2022
Q3 		$4.28M Sell
112,764
-5,697
-5% -$254K 1.53% 14
2022
Q2 		$6.01M Sell
118,461
-2,249
-2% -$114K 2.05% 9
2022
Q1 		$6.15M Buy
120,710
+2,064
+2% +$109K 1.71% 11
2021
Q4 		$6.17M Buy
118,646
+1,533
+1% +$80K 1.57% 14
2021
Q3 		$6.33M Buy
117,113
+804
+0.7% +$44.5K 1.7% 11
2021
Q2 		$6.52M Buy
116,309
+7,343
+7% +$421K 1.74% 12
2021
Q1 		$6.15M Buy
108,966
+11,803
+12% +$666K 1.71% 10
2020
Q4 		$5.71M Sell
97,163
-191
-0.2% -$11.3K 1.78% 10
2020
Q3 		$5.79M Buy
97,354
+1,617
+2% +$94K 2.08% 9
2020
Q2 		$5.28M Buy
95,737
+13,688
+17% +$770K 1.95% 8
2020
Q1 		$4.41M Buy
82,049
+1,308
+2% +$74.8K 2.25% 8
2019
Q4 		$4.96M Buy
+80,741
New +$4.87M 1.54% 10

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SkyOak Wealth's VZ Position: Q2 2026 in Review

SkyOak Wealth reduced its Verizon (VZ) stake by 1.7% in Q2 2026, selling an estimated $32.5K and leaving 40,500 shares worth $1.71M. The position accounts for 0.28% of the portfolio, ranked #68.

SkyOak Wealth first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.52M in Q2 2021. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • SkyOak Wealth held 40,500 shares of Verizon worth $1.71M as of Q2 2026.
  • SkyOak Wealth sold 692 Verizon shares in Q2 2026, an estimated $32.5K.
  • Verizon made up 0.28% of SkyOak Wealth's portfolio in Q2 2026, its #68 holding.
  • SkyOak Wealth first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Verizon position peaked at $6.52M in Q2 2021.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.