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Smallwood Wealth Investment Management’s Verizon VZ Stock Holding History

Smallwood Wealth Investment Management’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 		$211K Sell
4,971
-44
-0.9% -$2.06K 0.09% 90
2026
Q1 		$252K Hold
5,015
– – 0.13% 71
2025
Q4 		$204K Buy
5,015
+44
+0.9% +$1.78K 0.11% 79
2025
Q3 		$219K Buy
4,971
+636
+15% +$27.5K 0.11% 82
2025
Q2 		$188K Sell
4,335
-166
-4% -$7.19K 0.11% 80
2025
Q1 		$204K Sell
4,501
-786
-15% -$32.7K 0.13% 76
2024
Q4 		$211K Buy
5,287
+2
+0% +$84 0.14% 76
2024
Q3 		$237K Sell
5,285
-771
-13% -$32.2K 0.17% 64
2024
Q2 		$250K Buy
6,056
+298
+5% +$12K 0.19% 59
2024
Q1 		$242K Buy
5,758
+159
+3% +$6.41K 0.19% 61
2023
Q4 		$211K Buy
+5,599
New +$198K 0.17% 63
2023
Q3 		– Sell
-5,676
Closed -$211K – 64
2023
Q2 		$211K Sell
5,676
-1,441
-20% -$53.3K 0.19% 59
2023
Q1 		$277K Sell
7,117
-734
-9% -$28.9K 0.26% 49
2022
Q4 		$309K Sell
7,851
-1,052
-12% -$39.6K 0.26% 56
2022
Q3 		$338K Buy
8,903
+298
+3% +$13.3K 0.3% 56
2022
Q2 		$437K Buy
8,605
+2,183
+34% +$110K 0.44% 41
2022
Q1 		$327K Buy
6,422
+262
+4% +$13.9K 0.31% 44
2021
Q4 		$320K Buy
+6,160
New +$321K 0.3% 43

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's VZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Verizon (VZ) stake by 0.88% in Q2 2026, selling an estimated $2.06K and leaving 4,971 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #90.

Smallwood Wealth Investment Management first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $437K in Q2 2022. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,971 shares of Verizon worth $211K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 44 Verizon shares in Q2 2026, an estimated $2.06K.
  • Verizon made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #90 holding.
  • Smallwood Wealth Investment Management first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • Smallwood Wealth Investment Management's Verizon position peaked at $437K in Q2 2022.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.