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Stonehearth Capital Management’s Verizon VZ Stock Holding History

Stonehearth Capital 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 		$246K Sell
5,799
-5,200
-47% -$244K 0.08% 70
2026
Q1 		$552K Sell
10,999
-375
-3% -$17.4K 0.22% 47
2025
Q4 		$463K Sell
11,374
-224
-2% -$9.09K 0.17% 48
2025
Q3 		$510K Buy
11,598
+116
+1% +$5.02K 0.2% 46
2025
Q2 		$497K Sell
11,482
-570
-5% -$24.7K 0.21% 46
2025
Q1 		$547K Sell
12,052
-164
-1% -$6.83K 0.23% 43
2024
Q4 		$489K Sell
12,216
-583
-5% -$24.6K 0.2% 42
2024
Q3 		$575K Buy
12,799
+197
+2% +$8.22K 0.23% 36
2024
Q2 		$520K Sell
12,602
-25
-0.2% -$1.01K 0.22% 36
2024
Q1 		$530K Buy
12,627
+208
+2% +$8.39K 0.24% 34
2023
Q4 		$468K Buy
12,419
+865
+7% +$30.6K 0.23% 38
2023
Q3 		$374K Buy
11,554
+959
+9% +$32.4K 0.2% 41
2023
Q2 		$394K Buy
10,595
+36
+0.3% +$1.33K 0.21% 40
2023
Q1 		$411K Buy
10,559
+408
+4% +$16.1K 0.22% 38
2022
Q4 		$400K Buy
10,151
+973
+11% +$36.7K 0.23% 42
2022
Q3 		$349K Buy
9,178
+99
+1% +$4.41K 0.21% 40
2022
Q2 		$458K Buy
9,079
+3,939
+77% +$199K 0.26% 35
2022
Q1 		$262K Sell
5,140
-1,033
-17% -$54.7K 0.14% 58
2021
Q4 		$321K Sell
6,173
-2,068
-25% -$108K 0.17% 45
2021
Q3 		$445K Buy
8,241
+191
+2% +$10.6K 0.23% 38
2021
Q2 		$451K Buy
8,050
+1,240
+18% +$71.2K 0.22% 38
2021
Q1 		$396K Buy
6,810
+935
+16% +$52.8K 0.22% 43
2020
Q4 		$345K Buy
5,875
+898
+18% +$53.3K 0.19% 42
2020
Q3 		$296K Sell
4,977
-51
-1% -$2.96K 0.2% 43
2020
Q2 		$280K Buy
5,028
+82
+2% +$4.61K 0.19% 45
2020
Q1 		$266K Buy
4,946
+533
+12% +$30.5K 0.22% 46
2019
Q4 		$271K Buy
4,413
+1,098
+33% +$66.2K 0.18% 50
2019
Q3 		$200K Buy
+3,315
New +$191K 0.15% 54
2019
Q2 		– Sell
-7,628
Closed -$451K – 55
2019
Q1 		$451K Buy
7,628
+494
+7% +$28K 0.34% 32
2018
Q4 		$401K Buy
7,134
+541
+8% +$30.7K 0.34% 30
2018
Q3 		$352K Hold
6,593
– – 0.27% 33
2018
Q2 		$332K Sell
6,593
-97
-1% -$4.7K 0.26% 32
2018
Q1 		$320K Buy
6,690
+22
+0.3% +$1.11K 0.25% 32
2017
Q4 		$353K Buy
6,668
+85
+1% +$4.18K 0.27% 30
2017
Q3 		$326K Sell
6,583
-1,089
-14% -$51.2K 0.25% 28
2017
Q2 		$343K Sell
7,672
-2,858
-27% -$133K 0.27% 28
2017
Q1 		$513K Buy
10,530
+622
+6% +$31.2K 0.4% 27
2016
Q4 		$529K Buy
9,908
+82
+0.8% +$4.1K 0.41% 28
2016
Q3 		$511K Sell
9,826
-205
-2% -$11K 0.4% 28
2016
Q2 		$560K Sell
10,031
-4,359
-30% -$226K 0.44% 26
2016
Q1 		$778K Buy
14,390
+215
+2% +$10.8K 0.68% 24
2015
Q4 		$655K Sell
14,175
-280
-2% -$12.7K 0.44% 31
2015
Q3 		$629K Buy
14,455
+275
+2% +$12.7K 0.45% 32
2015
Q2 		$661K Hold
14,180
– – 0.46% 27
2015
Q1 		$689K Hold
14,180
– – 0.43% 27
2014
Q4 		$663K Buy
+14,180
New +$694K 0.49% 28

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Stonehearth Capital Management's VZ Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Verizon (VZ) stake by 47% in Q2 2026, selling an estimated $244K and leaving 5,799 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #70.

Stonehearth Capital Management first reported a position in VZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $778K in Q1 2016. 1,723 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Stonehearth Capital Management held 5,799 shares of Verizon worth $246K as of Q2 2026.
  • Stonehearth Capital Management sold 5,200 Verizon shares in Q2 2026, an estimated $244K.
  • Verizon made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #70 holding.
  • Stonehearth Capital Management first reported a position in Verizon in Q4 2014 and has held it in 46 quarters since.
  • Stonehearth Capital Management's Verizon position peaked at $778K in Q1 2016.
  • 1,723 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.