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Spire Wealth Management’s Verizon VZ Stock Holding History

Spire 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 		$901K Sell
21,276
-1,523
-7% -$71.4K 0.03% 411
2026
Q1 		$1.14M Buy
22,799
+1,619
+8% +$75K 0.04% 362
2025
Q4 		$863K Sell
21,180
-10,357
-33% -$420K 0.03% 424
2025
Q3 		$1.39M Sell
31,537
-6,120
-16% -$265K 0.05% 319
2025
Q2 		$1.63M Sell
37,657
-14,134
-27% -$612K 0.06% 270
2025
Q1 		$2.35M Buy
51,791
+1,774
+4% +$73.9K 0.08% 245
2024
Q4 		$2M Sell
50,017
-7,637
-13% -$322K 0.06% 244
2024
Q3 		$2.59M Sell
57,654
-6,748
-10% -$282K 0.09% 192
2024
Q2 		$2.66M Sell
64,402
-12,717
-16% -$513K 0.09% 189
2024
Q1 		$3.24M Buy
77,119
+2,244
+3% +$90.5K 0.06% 195
2023
Q4 		$2.94M Buy
74,875
+881
+1% +$31.2K 0.1% 192
2023
Q3 		$2.4M Sell
73,994
-7,483
-9% -$253K 0.09% 201
2023
Q2 		$3.03M Sell
81,477
-2,954
-3% -$109K 0.11% 178
2023
Q1 		$3.28M Buy
84,431
+41,743
+98% +$1.65M 0.13% 152
2022
Q4 		$1.68M Buy
42,688
+7,065
+20% +$266K 0.09% 170
2022
Q3 		$1.35M Sell
35,623
-60,973
-63% -$2.72M 0.08% 172
2022
Q2 		$4.9M Sell
96,596
-13,967
-13% -$707K 0.2% 123
2022
Q1 		$5.63M Sell
110,563
-57,138
-34% -$3.03M 0.15% 146
2021
Q4 		$8.71M Buy
167,701
+28,518
+20% +$1.49M 0.19% 129
2021
Q3 		$7.52M Buy
139,183
+5,519
+4% +$305K 0.2% 128
2021
Q2 		$7.49M Sell
133,664
-64,978
-33% -$3.73M 0.2% 129
2021
Q1 		$10.6M Buy
+198,642
New +$11.2M 0.28% 99

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Spire Wealth Management's VZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Verizon (VZ) stake by 6.7% in Q2 2026, selling an estimated $71.4K and leaving 21,276 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #411.

Spire Wealth Management first reported a position in VZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.6M in Q1 2021. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Spire Wealth Management held 21,276 shares of Verizon worth $901K as of Q2 2026.
  • Spire Wealth Management sold 1,523 Verizon shares in Q2 2026, an estimated $71.4K.
  • Verizon made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Spire Wealth Management first reported a position in Verizon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Verizon position peaked at $10.6M in Q1 2021.
  • 1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.