SlateStone Wealth’s Verizon VZ Stock Holding History

SlateStone 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	$7.26M	Buy	171,531 +4,538	+3%	+$213K	0.56%	57
2026 Q1	$8.38M	Buy	166,993 +8,976	+6%	+$416K	0.69%	45
2025 Q4	$6.44M	Buy	158,017 +5,724	+4%	+$232K	0.54%	55
2025 Q3	$6.69M	Buy	152,293 +2,253	+2%	+$97.5K	0.58%	52
2025 Q2	$6.49M	Buy	150,040 +1,860	+1%	+$80.5K	0.61%	53
2025 Q1	$6.72M	Buy	148,180 +1,804	+1%	+$75.1K	0.67%	49
2024 Q4	$5.85M	Buy	146,376 +5,207	+4%	+$220K	0.57%	53
2024 Q3	$6.34M	Buy	141,169 +57,777	+69%	+$2.41M	0.57%	51
2024 Q2	$3.44M	Sell	83,392 -36,498	-30%	-$1.47M	0.37%	65
2024 Q1	$5.03M	Buy	119,890 +64,457	+116%	+$2.6M	0.51%	58
2023 Q4	$2.09M	Sell	55,433 -4,969	-8%	-$176K	0.27%	83
2023 Q3	$1.96M	Buy	60,402 +42,575	+239%	+$1.44M	0.28%	79
2023 Q2	$663K	Sell	17,827 -1,651	-8%	-$61.1K	0.12%	115
2023 Q1	$757K	Buy	19,478 +4,595	+31%	+$181K	0.16%	106
2022 Q4	$586K	Buy	14,883 +3,049	+26%	+$115K	0.14%	106
2022 Q3	$449K	Sell	11,834 -2,862	-19%	-$127K	0.12%	117
2022 Q2	$746K	Buy	14,696 +3,292	+29%	+$167K	0.19%	91
2022 Q1	$581K	Buy	11,404 +2,026	+22%	+$107K	0.13%	107
2021 Q4	$487K	Buy	9,378 +863	+10%	+$45K	0.1%	122
2021 Q3	$460K	Sell	8,515 -239	-3%	-$13.2K	0.11%	120
2021 Q2	$490K	Hold	8,754	–	–	0.11%	118
2021 Q1	$509K	Sell	8,754 -5,225	-37%	-$295K	0.13%	106
2020 Q4	$822K	Sell	13,979 -2,052	-13%	-$122K	0.21%	93
2020 Q3	$953K	Buy	16,031 +1,324	+9%	+$76.9K	0.21%	103
2020 Q2	$811K	Buy	14,707 +2,438	+20%	+$137K	0.18%	104
2020 Q1	$660K	Buy	12,269 +1,292	+12%	+$73.9K	0.19%	101
2019 Q4	$674K	Buy	10,977 +4,879	+80%	+$294K	0.15%	112
2019 Q3	$368K	Sell	6,098 -356	-6%	-$20.5K	0.11%	123
2019 Q2	$369K	Buy	6,454 +855	+15%	+$49.3K	0.1%	124
2019 Q1	$331K	Buy	5,599 +506	+10%	+$28.7K	0.1%	126
2018 Q4	$286K	Buy	+5,093	New	+$289K	0.13%	84

Other funds holding VZ

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

SlateStone Wealth's VZ Position: Q2 2026 in Review

SlateStone Wealth increased its Verizon (VZ) stake by 2.7% in Q2 2026, buying an estimated $213K and bringing the position to 171,531 shares worth $7.26M. The position accounts for 0.56% of the portfolio, ranked #57.

SlateStone Wealth first reported a position in VZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.38M in Q1 2026. 1,366 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

SlateStone Wealth held 171,531 shares of Verizon worth $7.26M as of Q2 2026.
SlateStone Wealth bought 4,538 Verizon shares in Q2 2026, an estimated $213K.
Verizon made up 0.56% of SlateStone Wealth's portfolio in Q2 2026, its #57 holding.
SlateStone Wealth first reported a position in Verizon in Q4 2018 and has held it in 31 quarters since.
SlateStone Wealth's Verizon position peaked at $8.38M in Q1 2026.
1,366 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.