Talisman Wealth Advisors’s Verizon VZ Stock Holding History

Talisman Wealth Advisors’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
2025 Q2	–	Sell	-13,282	Closed	-$602K	–	115
2025 Q1	$602K	Sell	13,282 -958	-7%	-$39.9K	0.62%	47
2024 Q4	$569K	Buy	14,240 +5,497	+63%	+$232K	0.6%	46
2024 Q3	$393K	Buy	8,743 +3,086	+55%	+$129K	0.41%	60
2024 Q2	$233K	Buy	5,657 +261	+5%	+$10.5K	0.27%	87
2024 Q1	$226K	Buy	+5,396	New	+$218K	0.28%	83
2023 Q2	–	Sell	-7,206	Closed	-$280K	–	89
2023 Q1	$280K	Buy	7,206 +558	+8%	+$22K	0.51%	68
2022 Q4	$262K	Buy	+6,648	New	+$250K	0.56%	58

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Talisman Wealth Advisors's VZ Position: Q2 2025 in Review

Talisman Wealth Advisors sold out of Verizon (VZ) in Q2 2025, closing a stake of 13,282 shares — an estimated $602K sold.

Talisman Wealth Advisors first reported a position in VZ in Q4 2022 and held it in 7 quarters. The position peaked at $602K in Q1 2025. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Talisman Wealth Advisors reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Talisman Wealth Advisors sold 13,282 Verizon shares in Q2 2025, an estimated $602K.
Talisman Wealth Advisors first reported a position in Verizon in Q4 2022 and held it in 7 quarters.
Talisman Wealth Advisors's Verizon position peaked at $602K in Q1 2025.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Talisman Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.