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SOA Wealth Advisors’s Verizon VZ Stock Holding History

SOA Wealth Advisors’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 		$287K Sell
13,416
-5,905
-31% -$277K 0.05% 175
2026
Q1 		$419K Buy
19,321
+2,078
+12% +$96.3K 0.08% 134
2025
Q4 		$258K Buy
17,243
+49
+0.3% +$1.99K 0.04% 178
2025
Q3 		$275K Sell
17,194
-40
-0.2% -$1.73K 0.05% 170
2025
Q2 		$273K Buy
17,234
+10,119
+142% +$438K 0.05% 170
2025
Q1 		$323K Sell
7,115
-1,239
-15% -$51.6K 0.07% 145
2024
Q4 		$334K Buy
8,354
+1,221
+17% +$51.5K 0.06% 142
2024
Q3 		$320K Buy
7,133
+346
+5% +$14.4K 0.06% 142
2024
Q2 		$280K Sell
6,787
-1,930
-22% -$77.8K 0.06% 146
2024
Q1 		$366K Sell
8,717
-52
-0.6% -$2.1K 0.08% 126
2023
Q4 		$331K Sell
8,769
-18,839
-68% -$667K 0.07% 131
2023
Q3 		$895K Sell
27,608
-7,623
-22% -$258K 0.22% 64
2023
Q2 		$1.31M Sell
35,231
-1,046
-3% -$38.7K 0.31% 58
2023
Q1 		$1.41M Sell
36,277
-240
-0.7% -$9.46K 0.35% 54
2022
Q4 		$1.44M Sell
36,517
-405
-1% -$15.3K 0.39% 53
2022
Q3 		$1.4M Buy
36,922
+1,848
+5% +$82.3K 0.42% 52
2022
Q2 		$1.78M Buy
35,074
+1,841
+6% +$93.1K 0.52% 46
2022
Q1 		$1.69M Buy
33,233
+21,053
+173% +$1.12M 0.41% 56
2021
Q4 		$636K Buy
12,180
+702
+6% +$36.6K 0.15% 84
2021
Q3 		$619K Buy
11,478
+426
+4% +$23.6K 0.16% 85
2021
Q2 		$619K Sell
11,052
-160
-1% -$9.18K 0.16% 87
2021
Q1 		$651K Buy
11,212
+257
+2% +$14.5K 0.18% 81
2020
Q4 		$602K Buy
+10,955
New +$651K 0.16% 81

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

SOA Wealth Advisors's VZ Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Verizon (VZ) stake by 31% in Q2 2026, selling an estimated $277K and leaving 13,416 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #175.

SOA Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q2 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • SOA Wealth Advisors held 13,416 shares of Verizon worth $287K as of Q2 2026.
  • SOA Wealth Advisors sold 5,905 Verizon shares in Q2 2026, an estimated $277K.
  • Verizon made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • SOA Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Verizon position peaked at $1.78M in Q2 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.