Summit Trail Advisors’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 | $6.8M | Buy |
160,576
+15,061
| +10% | +$707K | 0.09% | 134 |
|
|
2026
Q1 | $7.3M | Buy |
145,515
+28,556
| +24% | +$1.32M | 0.1% | 107 |
|
|
2025
Q4 | $4.76M | Sell |
116,959
-30,790
| -21% | -$1.25M | 0.08% | 137 |
|
|
2025
Q3 | $6.49M | Buy |
147,749
+14,308
| +11% | +$619K | 0.09% | 113 |
|
|
2025
Q2 | $5.77M | Buy |
133,441
+14,616
| +12% | +$633K | 0.1% | 105 |
|
|
2025
Q1 | $5.39M | Buy |
118,825
+13,123
| +12% | +$546K | 0.18% | 48 |
|
|
2024
Q4 | $4.23M | Buy |
105,702
+16,349
| +18% | +$690K | 0.16% | 53 |
|
|
2024
Q3 | $4.01M | Buy |
89,353
+1,032
| +1% | +$43.1K | 0.1% | 91 |
|
|
2024
Q2 | $3.64M | Buy |
88,321
+31,664
| +56% | +$1.28M | 0.1% | 90 |
|
|
2024
Q1 | $2.38M | Buy |
56,657
+27,526
| +94% | +$1.11M | 0.06% | 116 |
|
|
2023
Q4 | $1.1M | Sell |
29,131
-3,600
| -11% | -$127K | 0.04% | 163 |
|
|
2023
Q3 | $1.06M | Buy |
32,731
+5,425
| +20% | +$183K | 0.04% | 150 |
|
|
2023
Q2 | $1.02M | Buy |
27,306
+5,743
| +27% | +$213K | 0.04% | 167 |
|
|
2023
Q1 | $839K | Buy |
21,563
+5,718
| +36% | +$225K | 0.03% | 149 |
|
|
2022
Q4 | $624K | Buy |
15,845
+6,399
| +68% | +$241K | 0.03% | 155 |
|
|
2022
Q3 | $359K | Sell |
9,446
-2,459
| -21% | -$110K | 0.02% | 225 |
|
|
2022
Q2 | $604K | Buy |
11,905
+263
| +2% | +$13.3K | 0.04% | 161 |
|
|
2022
Q1 | $593K | Sell |
11,642
-95
| -0.8% | -$5.03K | 0.05% | 145 |
|
|
2021
Q4 | $610K | Buy |
11,737
+162
| +1% | +$8.45K | 0.04% | 161 |
|
|
2021
Q3 | $625K | Buy |
11,575
+2,206
| +24% | +$122K | 0.05% | 148 |
|
|
2021
Q2 | $525K | Buy |
9,369
+287
| +3% | +$16.5K | 0.05% | 136 |
|
|
2021
Q1 | $528K | Buy |
9,082
+1,286
| +16% | +$72.6K | 0.06% | 121 |
|
|
2020
Q4 | $458K | Sell |
7,796
-5,347
| -41% | -$318K | 0.06% | 121 |
|
|
2020
Q3 | $799K | Buy |
13,143
+5,588
| +74% | +$325K | 0.15% | 71 |
|
|
2020
Q2 | $416K | Sell |
7,555
-1,411
| -16% | -$79.4K | 0.08% | 103 |
|
|
2020
Q1 | $482K | Buy |
8,966
+2,858
| +47% | +$164K | 0.13% | 75 |
|
|
2019
Q4 | $375K | Sell |
6,108
-4,090
| -40% | -$247K | 0.22% | 46 |
|
|
2019
Q3 | $616K | Buy |
10,198
+4,688
| +85% | +$270K | 0.22% | 42 |
|
|
2019
Q2 | $315K | Buy |
5,510
+501
| +10% | +$28.9K | 0.14% | 55 |
|
|
2019
Q1 | $296K | Sell |
5,009
-283
| -5% | -$16K | 0.13% | 61 |
|
|
2018
Q4 | $298K | Sell |
5,292
-8,584
| -62% | -$487K | 0.11% | 81 |
|
|
2018
Q3 | $741K | Buy |
13,876
+5,316
| +62% | +$281K | 0.16% | 73 |
|
|
2018
Q2 | $431K | Sell |
8,560
-25,040
| -75% | -$1.21M | 0.15% | 78 |
|
|
2018
Q1 | $1.05M | Buy |
33,600
+4,192
| +14% | +$211K | 0.18% | 127 |
|
|
2017
Q4 | $1.58M | Buy |
+29,408
| New | +$1.45M | 0.2% | 100 |
|
Other funds holding VZ
Summit Trail Advisors's VZ Position: Q2 2026 in Review
Summit Trail Advisors increased its Verizon (VZ) stake by 10% in Q2 2026, buying an estimated $707K and bringing the position to 160,576 shares worth $6.8M. The position accounts for 0.09% of the portfolio, ranked #134.
Summit Trail Advisors first reported a position in VZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.3M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Summit Trail Advisors held 160,576 shares of Verizon worth $6.8M as of Q2 2026.
- Summit Trail Advisors bought 15,061 Verizon shares in Q2 2026, an estimated $707K.
- Verizon made up 0.09% of Summit Trail Advisors's portfolio in Q2 2026, its #134 holding.
- Summit Trail Advisors first reported a position in Verizon in Q4 2017 and has held it in 35 quarters since.
- Summit Trail Advisors's Verizon position peaked at $7.3M in Q1 2026.
- 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.