Total Wealth Planning & Management’s Verizon VZ Stock Holding History

Total Wealth Planning & 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	$1.28M	Sell	30,325 -1,261	-4%	-$59.2K	0.87%	24
2026 Q1	$1.59M	Buy	31,586 +3,417	+12%	+$158K	1.17%	11
2025 Q4	$1.15M	Buy	+28,169	New	+$1.14M	0.85%	27
2025 Q2	$1.13M	Sell	26,213 -166	-0.6%	-$7.19K	0.92%	22
2025 Q1	$1.2M	Buy	26,379 +3,487	+15%	+$145K	1.13%	18
2024 Q4	$915K	Buy	+22,892	New	+$966K	0.83%	24

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

Total Wealth Planning & Management's VZ Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Verizon (VZ) stake by 4% in Q2 2026, selling an estimated $59.2K and leaving 30,325 shares worth $1.28M. The position accounts for 0.87% of the portfolio, ranked #24.

Total Wealth Planning & Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Total Wealth Planning & Management held 30,325 shares of Verizon worth $1.28M as of Q2 2026.
Total Wealth Planning & Management sold 1,261 Verizon shares in Q2 2026, an estimated $59.2K.
Verizon made up 0.87% of Total Wealth Planning & Management's portfolio in Q2 2026, its #24 holding.
Total Wealth Planning & Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Verizon position peaked at $1.59M in Q1 2026.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.