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Straight Path Wealth Management’s Verizon VZ Stock Holding History

Straight Path 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 		$268K Buy
6,331
+282
+5% +$13.2K 0.06% 110
2026
Q1 		$304K Buy
6,049
+966
+19% +$44.8K 0.08% 93
2025
Q4 		$207K Hold
5,083
– – 0.06% 121
2025
Q3 		$223K Hold
5,083
– – 0.06% 129
2025
Q2 		$220K Buy
+5,083
New +$220K 0.07% 105

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Straight Path Wealth Management's VZ Position: Q2 2026 in Review

Straight Path Wealth Management increased its Verizon (VZ) stake by 4.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 6,331 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #110.

Straight Path Wealth Management first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $304K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Straight Path Wealth Management held 6,331 shares of Verizon worth $268K as of Q2 2026.
  • Straight Path Wealth Management bought 282 Verizon shares in Q2 2026, an estimated $13.2K.
  • Verizon made up 0.06% of Straight Path Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Straight Path Wealth Management first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • Straight Path Wealth Management's Verizon position peaked at $304K in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.