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Soltis Investment Advisors’s Verizon VZ Stock Holding History

Soltis Investment 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 		$8.7M Buy
205,551
+13,393
+7% +$628K 0.48% 52
2026
Q1 		$9.65M Sell
192,158
-17,598
-8% -$816K 0.61% 34
2025
Q4 		$8.54M Buy
209,756
+4,068
+2% +$165K 0.56% 37
2025
Q3 		$9.04M Buy
205,688
+8,150
+4% +$353K 0.62% 33
2025
Q2 		$8.55M Sell
197,538
-43,841
-18% -$1.9M 0.67% 28
2025
Q1 		$10.9M Buy
241,379
+86,373
+56% +$3.6M 0.98% 20
2024
Q4 		$6.2M Sell
155,006
-20,454
-12% -$863K 0.57% 40
2024
Q3 		$7.88M Buy
175,460
+18,140
+12% +$757K 0.77% 31
2024
Q2 		$6.49M Sell
157,320
-32,639
-17% -$1.32M 0.69% 38
2024
Q1 		$7.97M Buy
189,959
+306
+0.2% +$12.3K 0.89% 21
2023
Q4 		$7.15M Buy
189,653
+462
+0.2% +$16.3K 0.81% 26
2023
Q3 		$6.13M Buy
189,191
+77,066
+69% +$2.6M 0.79% 27
2023
Q2 		$4.17M Buy
112,125
+48,537
+76% +$1.8M 0.48% 58
2023
Q1 		$2.47M Buy
63,588
+48,731
+328% +$1.92M 0.31% 93
2022
Q4 		$585K Buy
14,857
+587
+4% +$22.1K 0.08% 158
2022
Q3 		$542K Buy
14,270
+442
+3% +$19.7K 0.08% 155
2022
Q2 		$702K Buy
13,828
+2,029
+17% +$103K 0.1% 144
2022
Q1 		$601K Sell
11,799
-709
-6% -$37.6K 0.08% 153
2021
Q4 		$650K Sell
12,508
-1,148
-8% -$59.9K 0.09% 151
2021
Q3 		$738K Buy
13,656
+1,366
+11% +$75.6K 0.11% 135
2021
Q2 		$689K Buy
12,290
+2,733
+29% +$157K 0.11% 144
2021
Q1 		$556K Buy
9,557
+692
+8% +$39K 0.1% 142
2020
Q4 		$521K Buy
8,865
+2,310
+35% +$137K 0.1% 138
2020
Q3 		$390K Buy
+6,555
New +$381K 0.09% 143

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

Soltis Investment Advisors's VZ Position: Q2 2026 in Review

Soltis Investment Advisors increased its Verizon (VZ) stake by 7% in Q2 2026, buying an estimated $628K and bringing the position to 205,551 shares worth $8.7M. The position accounts for 0.48% of the portfolio, ranked #52.

Soltis Investment Advisors first reported a position in VZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.9M in Q1 2025. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Soltis Investment Advisors held 205,551 shares of Verizon worth $8.7M as of Q2 2026.
  • Soltis Investment Advisors bought 13,393 Verizon shares in Q2 2026, an estimated $628K.
  • Verizon made up 0.48% of Soltis Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Soltis Investment Advisors first reported a position in Verizon in Q3 2020 and has held it in 24 quarters since.
  • Soltis Investment Advisors's Verizon position peaked at $10.9M in Q1 2025.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.