Sonoma Private Wealth’s Verizon VZ Stock Holding History

Sonoma Private 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	$263K	Sell	6,203 -94	-1%	-$4.41K	0.28%	67
2026 Q1	$316K	Buy	6,297 +41	+0.7%	+$1.9K	0.39%	55
2025 Q4	$255K	Sell	6,256 -90	-1%	-$3.65K	0.31%	64
2025 Q3	$279K	Buy	+6,346	New	+$275K	0.33%	61
2025 Q2	–	Sell	-4,673	Closed	-$212K	–	76
2025 Q1	$212K	Buy	+4,673	New	+$195K	0.29%	69
2023 Q4	–	Sell	-6,401	Closed	-$207K	–	91
2023 Q3	$207K	Sell	6,401 -31	-0.5%	-$1.05K	0.38%	70
2023 Q2	$239K	Buy	6,432 +479	+8%	+$17.7K	0.42%	71
2023 Q1	$232K	Buy	+5,953	New	+$235K	0.46%	64

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonoma Private Wealth's VZ Position: Q2 2026 in Review

Sonoma Private Wealth reduced its Verizon (VZ) stake by 1.5% in Q2 2026, selling an estimated $4.41K and leaving 6,203 shares worth $263K. The position accounts for 0.28% of the portfolio, ranked #67.

Sonoma Private Wealth first reported a position in VZ in Q1 2023 and has held it in 8 quarters since. The position peaked at $316K in Q1 2026. 3,150 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Sonoma Private Wealth held 6,203 shares of Verizon worth $263K as of Q2 2026.
Sonoma Private Wealth sold 94 Verizon shares in Q2 2026, an estimated $4.41K.
Verizon made up 0.28% of Sonoma Private Wealth's portfolio in Q2 2026, its #67 holding.
Sonoma Private Wealth first reported a position in Verizon in Q1 2023 and has held it in 8 quarters since.
Sonoma Private Wealth's Verizon position peaked at $316K in Q1 2026.
3,150 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.