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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
2025
Q2 		– Hold
0
– -$90.7K – 664
2025
Q1 		– Hold
0
– – – 519
2024
Q1 		– Hold
0
– -$139K – 556
2023
Q4 		– Hold
0
– – – 406
2023
Q3 		– Hold
0
– – – 409

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 1,542 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.
  • 1,542 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.