Tanglewood Legacy Advisors’s Verizon VZ Stock Holding History

Tanglewood Legacy 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
2026 Q2	$9.48K	Hold	224	–	–	﹤0.01%	239
2026 Q1	$11.2K	Hold	224	–	–	﹤0.01%	222
2025 Q4	$9.12K	Buy	+224	New	+$9.09K	﹤0.01%	224
2025 Q1	–	Sell	-850	Closed	-$34K	–	312
2024 Q4	$34K	Sell	850 -150	-15%	-$6.33K	0.01%	196
2024 Q3	$44.9K	Hold	1,000	–	–	0.02%	169
2024 Q2	$41.2K	Hold	1,000	–	–	0.02%	172
2024 Q1	$42K	Hold	1,000	–	–	0.02%	171
2023 Q4	$37.7K	Sell	1,000 -669	-40%	-$23.7K	0.02%	172
2023 Q3	$54.1K	Buy	1,669 +12	+0.7%	+$405	0.03%	148
2023 Q2	$61.6K	Buy	1,657 +11	+0.7%	+$407	0.04%	142
2023 Q1	$64K	Buy	1,646 +10	+0.6%	+$394	0.04%	134
2022 Q4	$64.5K	Buy	+1,636	New	+$61.6K	0.05%	118

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tanglewood Legacy Advisors's VZ Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Verizon (VZ) position steady in Q2 2026 at 224 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Tanglewood Legacy Advisors first reported a position in VZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $64.5K in Q4 2022. 3,157 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Tanglewood Legacy Advisors held 224 shares of Verizon worth $9.48K as of Q2 2026.
Tanglewood Legacy Advisors left its Verizon share count unchanged in Q2 2026.
Verizon made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #239 holding.
Tanglewood Legacy Advisors first reported a position in Verizon in Q4 2022 and has held it in 12 quarters since.
Tanglewood Legacy Advisors's Verizon position peaked at $64.5K in Q4 2022.
3,157 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.