Spartan Planning & Wealth Management’s Verizon VZ Stock Holding History

Spartan Planning & Wealth 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	$244K	Sell	5,755 -3,151	-35%	-$148K	0.16%	68
2026 Q1	$447K	Buy	+8,906	New	+$413K	0.33%	42
2025 Q4	–	Sell	-9,268	Closed	-$407K	–	95
2025 Q3	$407K	Buy	9,268 +4,192	+83%	+$181K	0.32%	50
2025 Q2	$220K	Sell	5,076 -1,265	-20%	-$54.8K	0.19%	75
2025 Q1	$288K	Buy	+6,341	New	+$264K	0.28%	54
2023 Q4	$285K	Buy	7,549 +7,543	+125,717%	+$267K	0.3%	42
2023 Q3	$194	Buy	+6	New	+$203	﹤0.01%	148

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Spartan Planning & Wealth Management's VZ Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Verizon (VZ) stake by 35% in Q2 2026, selling an estimated $148K and leaving 5,755 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #68.

Spartan Planning & Wealth Management first reported a position in VZ in Q3 2023 and has held it in 7 quarters since. The position peaked at $447K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Spartan Planning & Wealth Management held 5,755 shares of Verizon worth $244K as of Q2 2026.
Spartan Planning & Wealth Management sold 3,151 Verizon shares in Q2 2026, an estimated $148K.
Verizon made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #68 holding.
Spartan Planning & Wealth Management first reported a position in Verizon in Q3 2023 and has held it in 7 quarters since.
Spartan Planning & Wealth Management's Verizon position peaked at $447K in Q1 2026.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.