Sterling Wealth Management’s Verizon VZ Stock Holding History

Sterling 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	$224K	Buy	5,289 +1,215	+30%	+$57K	0.06%	114
2026 Q1	$205K	Buy	+4,074	New	+$189K	0.06%	109

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 Wealth Management's VZ Position: Q2 2026 in Review

Sterling Wealth Management increased its Verizon (VZ) stake by 30% in Q2 2026, buying an estimated $57K and bringing the position to 5,289 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #114.

Sterling Wealth Management first reported a position in VZ in Q1 2026 and has held it in 2 quarters since. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Sterling Wealth Management held 5,289 shares of Verizon worth $224K as of Q2 2026.
Sterling Wealth Management bought 1,215 Verizon shares in Q2 2026, an estimated $57K.
Verizon made up 0.06% of Sterling Wealth Management's portfolio in Q2 2026, its #114 holding.
Sterling Wealth Management first reported a position in Verizon in Q1 2026 and has held it in 2 quarters since.
3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.