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SteelPeak Wealth’s Verizon VZ Stock Holding History

SteelPeak 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 		$18M Sell
424,511
-16,326
-4% -$766K 0.47% 45
2026
Q1 		$22.1M Buy
440,837
+14,017
+3% +$650K 0.68% 34
2025
Q4 		$17.4M Sell
426,820
-7,696
-2% -$312K 0.57% 43
2025
Q3 		$19.1M Sell
434,516
-154,946
-26% -$6.71M 0.64% 33
2025
Q2 		$25.5M Buy
589,462
+201,755
+52% +$8.74M 0.99% 25
2025
Q1 		$17.6M Buy
387,707
+42,639
+12% +$1.78M 0.73% 31
2024
Q4 		$13.8M Sell
345,068
-138,155
-29% -$5.83M 0.56% 38
2024
Q3 		$21.7M Buy
483,223
+20,567
+4% +$858K 0.94% 25
2024
Q2 		$19.1M Buy
462,656
+23,284
+5% +$938K 0.88% 26
2024
Q1 		$18.4M Buy
439,372
+183,286
+72% +$7.39M 0.93% 26
2023
Q4 		$9.65M Sell
256,086
-51,156
-17% -$1.81M 0.56% 46
2023
Q3 		$9.96M Sell
307,242
-107,092
-26% -$3.62M 0.62% 40
2023
Q2 		$15.4M Buy
414,334
+22,223
+6% +$823K 0.91% 27
2023
Q1 		$15.2M Buy
392,111
+180,706
+85% +$7.13M 1.03% 24
2022
Q4 		$8.33M Sell
211,405
-124,310
-37% -$4.68M 0.61% 44
2022
Q3 		$12.7M Buy
335,715
+43,704
+15% +$1.95M 0.95% 25
2022
Q2 		$14.8M Buy
292,011
+25,083
+9% +$1.27M 1.07% 20
2022
Q1 		$13.6M Buy
266,928
+77,567
+41% +$4.11M 0.77% 26
2021
Q4 		$9.84M Buy
189,361
+11,276
+6% +$588K 0.56% 42
2021
Q3 		$9.62M Buy
178,085
+22,206
+14% +$1.23M 0.64% 42
2021
Q2 		$8.73M Buy
155,879
+10,641
+7% +$611K 0.61% 43
2021
Q1 		$8.45M Buy
145,238
+41,048
+39% +$2.32M 0.66% 47
2020
Q4 		$6.12M Sell
104,190
-8,640
-8% -$513K 0.56% 39
2020
Q3 		$6.71M Sell
112,830
-20,483
-15% -$1.19M 0.72% 35
2020
Q2 		$7.35M Buy
133,313
+23,758
+22% +$1.34M 0.93% 23
2020
Q1 		$5.89M Sell
109,555
-1,890
-2% -$108K 0.93% 26
2019
Q4 		$6.84M Buy
+111,445
New +$6.72M 0.94% 26

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SteelPeak Wealth's VZ Position: Q2 2026 in Review

SteelPeak Wealth reduced its Verizon (VZ) stake by 3.7% in Q2 2026, selling an estimated $766K and leaving 424,511 shares worth $18M. The position accounts for 0.47% of the portfolio, ranked #45.

SteelPeak Wealth first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.5M in Q2 2025. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • SteelPeak Wealth held 424,511 shares of Verizon worth $18M as of Q2 2026.
  • SteelPeak Wealth sold 16,326 Verizon shares in Q2 2026, an estimated $766K.
  • Verizon made up 0.47% of SteelPeak Wealth's portfolio in Q2 2026, its #45 holding.
  • SteelPeak Wealth first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Verizon position peaked at $25.5M in Q2 2025.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.