Summit Wealth Group (Colorado)’s Verizon VZ Stock Holding History

Summit Wealth Group (Colorado)’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	$564K	Buy	13,313 +1,195	+10%	+$56.1K	0.05%	202
2026 Q1	$608K	Buy	12,118 +3,595	+42%	+$167K	0.06%	155
2025 Q4	$347K	Buy	+8,523	New	+$346K	0.05%	193
2025 Q3	–	Sell	-7,418	Closed	-$321K	–	459
2025 Q2	$321K	Buy	+7,418	New	+$321K	0.08%	171

Other funds holding VZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VZ Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Verizon (VZ) stake by 9.9% in Q2 2026, buying an estimated $56.1K and bringing the position to 13,313 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #202.

Summit Wealth Group (Colorado) first reported a position in VZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $608K in Q1 2026. 1,366 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Summit Wealth Group (Colorado) held 13,313 shares of Verizon worth $564K as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,195 Verizon shares in Q2 2026, an estimated $56.1K.
Verizon made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #202 holding.
Summit Wealth Group (Colorado) first reported a position in Verizon in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Verizon position peaked at $608K in Q1 2026.
1,366 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.