Total Wealth Planning & Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Other funds holding VZ
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.