Sterling Financial Planning’s Verizon VZ Stock Holding History

Sterling Financial Planning’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	$268K	Hold	6,340	–	–	0.07%	107
2026 Q1	$318K	Hold	6,340	–	–	0.09%	87
2025 Q4	$258K	Hold	6,340	–	–	0.08%	102
2025 Q3	$279K	Hold	6,340	–	–	0.09%	97
2025 Q2	$274K	Sell	6,340 -22	-0.3%	-$953	0.09%	94
2025 Q1	$289K	Buy	+6,362	New	+$265K	0.1%	87
2024 Q4	–	Sell	-4,964	Closed	-$223K	–	112
2024 Q3	$223K	Hold	4,964	–	–	0.08%	106
2024 Q2	$205K	Hold	4,964	–	–	0.08%	105
2024 Q1	$208K	Buy	+4,964	New	+$200K	0.08%	103
2023 Q3	–	Sell	-5,493	Closed	-$204K	–	98
2023 Q2	$204K	Sell	5,493 -242	-4%	-$8.96K	0.1%	97
2023 Q1	$223K	Buy	+5,735	New	+$226K	0.12%	90
2022 Q3	–	Sell	-5,093	Closed	-$258K	–	90
2022 Q2	$258K	Sell	5,093 -546	-10%	-$27.6K	0.18%	79
2022 Q1	$287K	Buy	5,639 +711	+14%	+$37.7K	0.18%	78
2021 Q4	$256K	Buy	4,928 +150	+3%	+$7.83K	0.16%	84
2021 Q3	$258K	Buy	4,778 +179	+4%	+$9.9K	0.16%	74
2021 Q2	$258K	Buy	4,599 +1	+0%	+$57	0.17%	69
2021 Q1	$267K	Buy	4,598 +47	+1%	+$2.65K	0.19%	64
2020 Q4	$267K	Buy	+4,551	New	+$270K	0.21%	61

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterling Financial Planning's VZ Position: Q2 2026 in Review

Sterling Financial Planning held its Verizon (VZ) position steady in Q2 2026 at 6,340 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #107.

Sterling Financial Planning first reported a position in VZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $318K in Q1 2026. 3,155 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Sterling Financial Planning held 6,340 shares of Verizon worth $268K as of Q2 2026.
Sterling Financial Planning left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.07% of Sterling Financial Planning's portfolio in Q2 2026, its #107 holding.
Sterling Financial Planning first reported a position in Verizon in Q4 2020 and has held it in 18 quarters since.
Sterling Financial Planning's Verizon position peaked at $318K in Q1 2026.
3,155 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.