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Summit Wealth Partners’s Verizon VZ Stock Holding History

Summit Wealth Partners’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 		$425K Sell
10,039
-461
-4% -$21.6K 0.06% 191
2026
Q1 		$527K Buy
10,500
+2,952
+39% +$137K 0.08% 158
2025
Q4 		$307K Sell
7,548
-113
-1% -$4.58K 0.06% 165
2025
Q3 		$337K Buy
7,661
+33
+0.4% +$1.43K 0.06% 172
2025
Q2 		$330K Buy
7,628
+31
+0.4% +$1.34K 0.06% 172
2025
Q1 		$345K Buy
7,597
+184
+2% +$7.66K 0.07% 160
2024
Q4 		$296K Sell
7,413
-397
-5% -$16.7K 0.06% 166
2024
Q3 		$351K Buy
7,810
+31
+0.4% +$1.29K 0.07% 176
2024
Q2 		$321K Sell
7,779
-688
-8% -$27.7K 0.07% 172
2024
Q1 		$355K Buy
8,467
+3
+0% +$121 0.08% 156
2023
Q4 		$319K Buy
8,464
+114
+1% +$4.03K 0.07% 153
2023
Q3 		$271K Buy
8,350
+761
+10% +$25.7K 0.07% 157
2023
Q2 		$282K Buy
7,589
+660
+10% +$24.4K 0.07% 151
2023
Q1 		$269K Buy
6,929
+1,323
+24% +$52.2K 0.07% 158
2022
Q4 		$221K Buy
5,606
+324
+6% +$12.2K 0.06% 163
2022
Q3 		$201K Buy
5,282
+164
+3% +$7.3K 0.06% 155
2022
Q2 		$260K Sell
5,118
-837
-14% -$42.3K 0.07% 134
2022
Q1 		$303K Buy
5,955
+20
+0.3% +$1.06K 0.07% 127
2021
Q4 		$308K Sell
5,935
-1,780
-23% -$92.9K 0.07% 126
2021
Q3 		$417K Sell
7,715
-3,720
-33% -$206K 0.1% 100
2021
Q2 		$641K Buy
11,435
+17
+0.1% +$976 0.15% 80
2021
Q1 		$664K Buy
11,418
+4,016
+54% +$227K 0.17% 76
2020
Q4 		$435K Buy
7,402
+1,117
+18% +$66.3K 0.12% 92
2020
Q3 		$374K Buy
6,285
+517
+9% +$30K 0.11% 106
2020
Q2 		$318K Buy
5,768
+17
+0.3% +$956 0.1% 108
2020
Q1 		$309K Buy
5,751
+16
+0.3% +$915 0.13% 81
2019
Q4 		$352K Buy
+5,735
New +$346K 0.12% 83

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

Summit Wealth Partners's VZ Position: Q2 2026 in Review

Summit Wealth Partners reduced its Verizon (VZ) stake by 4.4% in Q2 2026, selling an estimated $21.6K and leaving 10,039 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #191.

Summit Wealth Partners first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $664K in Q1 2021. 3,157 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Summit Wealth Partners held 10,039 shares of Verizon worth $425K as of Q2 2026.
  • Summit Wealth Partners sold 461 Verizon shares in Q2 2026, an estimated $21.6K.
  • Verizon made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #191 holding.
  • Summit Wealth Partners first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's Verizon position peaked at $664K in Q1 2021.
  • 3,157 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.