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Synergy Investment Management’s Verizon VZ Stock Holding History

Synergy Investment 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 		$129K Buy
2,884
+1,194
+71% +$56K 0.03% 227
2026
Q1 		$84.8K Buy
+1,690
New +$78.3K 0.03% 210
2025
Q2 		– Sell
-1,187
Closed -$53.8K – 568
2025
Q1 		$53.8K Sell
1,187
-614
-34% -$25.6K 0.02% 224
2024
Q4 		$72K Buy
+1,801
New +$76K 0.03% 201

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

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

Synergy Investment Management increased its Verizon (VZ) stake by 71% in Q2 2026, buying an estimated $56K and bringing the position to 2,884 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #227.

Synergy Investment Management first reported a position in VZ in Q4 2024 and has held it in 4 quarters since. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Synergy Investment Management held 2,884 shares of Verizon worth $129K as of Q2 2026.
  • Synergy Investment Management bought 1,194 Verizon shares in Q2 2026, an estimated $56K.
  • Verizon made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #227 holding.
  • Synergy Investment Management first reported a position in Verizon in Q4 2024 and has held it in 4 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.