Synergy Asset Management’s Verizon VZ Stock Holding History

Synergy Asset 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	$3.29M	Sell	77,655 -9,808	-11%	-$460K	0.31%	54
2026 Q1	$4.39M	Sell	87,463 -880	-1%	-$40.8K	0.47%	45
2025 Q4	$3.6M	Sell	88,343 -155,634	-64%	-$6.31M	0.37%	47
2025 Q3	$10.6M	Buy	243,977 +181,927	+293%	+$7.88M	0.39%	49
2025 Q2	$2.68M	Sell	62,050 -25,267	-29%	-$1.09M	0.31%	53
2025 Q1	$3.96M	Sell	87,317 -18,223	-17%	-$759K	0.5%	44
2024 Q4	$4.47M	Buy	105,540 +57,275	+119%	+$2.42M	0.35%	56
2024 Q3	$2.17M	Sell	48,265 -18,235	-27%	-$761K	0.33%	59
2024 Q2	$2.74M	Sell	66,500 -3,868	-5%	-$156K	0.43%	54
2024 Q1	$2.95M	Sell	70,368 -22,465	-24%	-$906K	0.5%	55
2023 Q4	$3.5M	Sell	92,833 -15,835	-15%	-$560K	0.63%	41
2023 Q3	$3.52M	Sell	108,668 -39,655	-27%	-$1.34M	0.7%	38
2023 Q2	$5.52M	Buy	148,323 +71,955	+94%	+$2.66M	1.36%	27
2023 Q1	$2.97M	Buy	76,368 +3,472	+5%	+$137K	0.71%	36
2022 Q4	$2.87M	Buy	72,896 +2,747	+4%	+$104K	0.74%	40
2022 Q3	$2.66M	Sell	70,149 -12,131	-15%	-$540K	0.72%	39
2022 Q2	$4.18M	Buy	82,280 +18,749	+30%	+$948K	1.11%	31
2022 Q1	$3.24M	Sell	63,531 -12,698	-17%	-$673K	0.78%	39
2021 Q4	$3.96M	Buy	76,229 +32,747	+75%	+$1.71M	0.94%	38
2021 Q3	$2.35M	Buy	43,482 +18,123	+71%	+$1M	0.55%	47
2021 Q2	$1.42M	Buy	+25,359	New	+$1.46M	0.38%	55

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Synergy Asset Management's VZ Position: Q2 2026 in Review

Synergy Asset Management reduced its Verizon (VZ) stake by 11% in Q2 2026, selling an estimated $460K and leaving 77,655 shares worth $3.29M. The position accounts for 0.31% of the portfolio, ranked #54.

Synergy Asset Management first reported a position in VZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q3 2025. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Synergy Asset Management held 77,655 shares of Verizon worth $3.29M as of Q2 2026.
Synergy Asset Management sold 9,808 Verizon shares in Q2 2026, an estimated $460K.
Verizon made up 0.31% of Synergy Asset Management's portfolio in Q2 2026, its #54 holding.
Synergy Asset Management first reported a position in Verizon in Q2 2021 and has held it in 21 quarters since.
Synergy Asset Management's Verizon position peaked at $10.6M in Q3 2025.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.