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Sound View Wealth Advisors Group’s Verizon VZ Stock Holding History

Sound View Wealth Advisors Group’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 		$1.81M Sell
42,781
-2,787
-6% -$131K 0.11% 146
2026
Q1 		$2.29M Sell
45,568
-285
-0.6% -$13.2K 0.16% 121
2025
Q4 		$1.87M Sell
45,853
-4,452
-9% -$181K 0.13% 131
2025
Q3 		$2.21M Sell
50,305
-4,575
-8% -$198K 0.15% 127
2025
Q2 		$2.37M Buy
54,880
+887
+2% +$38.4K 0.18% 116
2025
Q1 		$2.45M Sell
53,993
-3,715
-6% -$155K 0.2% 104
2024
Q4 		$2.31M Sell
57,708
-11,940
-17% -$504K 0.19% 111
2024
Q3 		$3.13M Buy
69,648
+3,273
+5% +$137K 0.26% 88
2024
Q2 		$2.74M Sell
66,375
-7,210
-10% -$291K 0.28% 76
2024
Q1 		$3.09M Sell
73,585
-4,305
-6% -$174K 0.33% 66
2023
Q4 		$2.94M Sell
77,890
-1,407
-2% -$49.8K 0.32% 78
2023
Q3 		$2.57M Sell
79,297
-12,933
-14% -$437K 0.32% 72
2023
Q2 		$3.43M Sell
92,230
-3,936
-4% -$146K 0.45% 57
2023
Q1 		$3.74M Buy
96,166
+18,276
+23% +$721K 0.51% 51
2022
Q4 		$2.94M Sell
77,890
-21,786
-22% -$821K 0.32% 78
2022
Q3 		$3.79M Sell
99,676
-1,416
-1% -$63.1K 0.85% 36
2022
Q2 		$5.13M Sell
101,092
-2,779
-3% -$141K 1.07% 28
2022
Q1 		$5.29M Sell
103,871
-171
-0.2% -$9.06K 1.01% 27
2021
Q4 		$5.41M Sell
104,042
-1,309
-1% -$68.3K 1.02% 27
2021
Q3 		$5.69M Sell
105,351
-10,165
-9% -$562K 1.19% 20
2021
Q2 		$6.47M Sell
115,516
-7,020
-6% -$403K 1.36% 17
2021
Q1 		$7.13M Sell
122,536
-2,522
-2% -$142K 1.66% 14
2020
Q4 		$7.35M Sell
125,058
-2,787
-2% -$166K 1.8% 11
2020
Q3 		$7.61M Sell
127,845
-3,606
-3% -$210K 2% 10
2020
Q2 		$7.25M Sell
131,451
-35
-0% -$1.97K 2.04% 6
2020
Q1 		$7.07M Buy
131,486
+4,104
+3% +$235K 2.44% 5
2019
Q4 		$7.82M Sell
127,382
-3,132
-2% -$189K 2.21% 3
2019
Q3 		$7.88M Sell
130,514
-2,327
-2% -$134K 2.35% 3
2019
Q2 		$7.59M Buy
+132,841
New +$7.65M 2.24% 4

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound View Wealth Advisors Group's VZ Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Verizon (VZ) stake by 6.1% in Q2 2026, selling an estimated $131K and leaving 42,781 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #146.

Sound View Wealth Advisors Group first reported a position in VZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.88M in Q3 2019. 3,155 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sound View Wealth Advisors Group held 42,781 shares of Verizon worth $1.81M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,787 Verizon shares in Q2 2026, an estimated $131K.
  • Verizon made up 0.11% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #146 holding.
  • Sound View Wealth Advisors Group first reported a position in Verizon in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Verizon position peaked at $7.88M in Q3 2019.
  • 3,155 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.