SWASL
VZ icon

Spartan Wealth Advisory Services LLC’s Verizon VZ Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.3M Buy
54,438
+2,749
+5% +$129K 0.19% 106
2026
Q1 		$2.59M Buy
+51,689
New +$2.4M 0.23% 92

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

Spartan Wealth Advisory Services LLC's VZ Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Verizon (VZ) stake by 5.3% in Q2 2026, buying an estimated $129K and bringing the position to 54,438 shares worth $2.3M. The position accounts for 0.19% of the portfolio, ranked #106.

Spartan Wealth Advisory Services LLC first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.59M in Q1 2026. 3,104 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 54,438 shares of Verizon worth $2.3M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 2,749 Verizon shares in Q2 2026, an estimated $129K.
  • Verizon made up 0.19% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #106 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Verizon position peaked at $2.59M in Q1 2026.
  • 3,104 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.