Steward Partners Investment Advisory’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.8M Sell
1,034,058
-435,859
-30% -$20.4M 0.22% 84
2026
Q1
$73.8M Buy
1,469,917
+33,925
+2% +$1.57M 0.38% 48
2025
Q4
$58.5M Buy
1,435,992
+96,175
+7% +$3.9M 0.32% 52
2025
Q3
$58.9M Buy
1,339,817
+491,950
+58% +$21.3M 0.34% 55
2025
Q2
$36.7M Buy
847,867
+7,369
+0.9% +$319K 0.29% 64
2025
Q1
$38.1M Buy
840,498
+67,190
+9% +$2.8M 0.34% 57
2024
Q4
$30.9M Buy
773,308
+40,154
+5% +$1.69M 0.27% 72
2024
Q3
$32.9M Buy
733,154
+57,145
+8% +$2.38M 0.3% 69
2024
Q2
$27.9M Buy
676,009
+21,284
+3% +$858K 0.29% 67
2024
Q1
$27.5M Buy
654,725
+112,661
+21% +$4.54M 0.3% 70
2023
Q4
$20.4M Sell
542,064
-8,314
-2% -$294K 0.28% 73
2023
Q3
$17.8M Buy
550,378
+22,201
+4% +$750K 0.27% 76
2023
Q2
$19.6M Sell
528,177
-70,877
-12% -$2.62M 0.29% 73
2023
Q1
$23.3M Buy
599,054
+103,300
+21% +$4.07M 0.37% 57
2022
Q4
$19.5M Sell
495,754
-6,131
-1% -$231K 0.33% 68
2022
Q3
$19.1M Sell
501,885
-59,552
-11% -$2.65M 0.36% 59
2022
Q2
$28.5M Buy
561,437
+11,814
+2% +$598K 0.52% 31
2022
Q1
$28M Buy
549,623
+105,410
+24% +$5.58M 0.43% 44
2021
Q4
$23.1M Sell
444,213
-97,217
-18% -$5.07M 0.35% 59
2021
Q3
$29.2M Sell
541,430
-77,654
-13% -$4.3M 0.5% 34
2021
Q2
$34.7M Sell
619,084
-66,723
-10% -$3.83M 0.59% 24
2021
Q1
$39.9M Buy
685,807
+140,562
+26% +$7.93M 0.7% 19
2020
Q4
$32M Buy
545,245
+22,462
+4% +$1.33M 0.69% 22
2020
Q3
$31.1M Buy
522,783
+42,483
+9% +$2.47M 0.78% 16
2020
Q2
$26.5M Buy
480,300
+35,755
+8% +$2.01M 0.75% 21
2020
Q1
$23.9M Buy
444,545
+46,973
+12% +$2.69M 0.87% 17
2019
Q4
$24.4M Buy
397,572
+17,728
+5% +$1.07M 0.72% 26
2019
Q3
$22.9M Buy
379,844
+15,405
+4% +$887K 0.77% 24
2019
Q2
$20.8M Buy
364,439
+45,656
+14% +$2.63M 0.76% 26
2019
Q1
$18.8M Buy
318,783
+65,512
+26% +$3.71M 0.8% 29
2018
Q4
$14.2M Buy
253,271
+54,768
+28% +$3.11M 0.69% 34
2018
Q3
$10.6M Buy
198,503
+45,479
+30% +$2.41M 0.51% 38
2018
Q2
$7.7M Buy
153,024
+35,007
+30% +$1.69M 0.46% 43
2018
Q1
$5.64M Buy
118,017
+1,996
+2% +$100K 0.39% 55
2017
Q4
$6.14M Buy
116,021
+3,745
+3% +$184K 0.47% 44
2017
Q3
$5.56M Buy
112,276
+6,674
+6% +$314K 0.57% 40
2017
Q2
$4.72M Buy
105,602
+16,519
+19% +$769K 0.53% 51
2017
Q1
$4.34M Buy
+89,083
New +$4.47M 0.66% 44

Other funds holding VZ

Steward Partners Investment Advisory's VZ Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Verizon (VZ) stake by 30% in Q2 2026, selling an estimated $20.4M and leaving 1,034,058 shares worth $43.8M. The position accounts for 0.22% of the portfolio, ranked #84.

Steward Partners Investment Advisory first reported a position in VZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $73.8M in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Steward Partners Investment Advisory held 1,034,058 shares of Verizon worth $43.8M as of Q2 2026.
  • Steward Partners Investment Advisory sold 435,859 Verizon shares in Q2 2026, an estimated $20.4M.
  • Verizon made up 0.22% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #84 holding.
  • Steward Partners Investment Advisory first reported a position in Verizon in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Verizon position peaked at $73.8M in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.