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Traphagen Investment Advisors’s Verizon VZ Stock Holding History

Traphagen Investment 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 		$2.2M Buy
51,940
+1,099
+2% +$51.6K 0.16% 54
2026
Q1 		$2.55M Buy
50,841
+558
+1% +$25.9K 0.21% 46
2025
Q4 		$2.05M Sell
50,283
-886
-2% -$35.9K 0.17% 49
2025
Q3 		$2.25M Buy
51,169
+2,300
+5% +$99.6K 0.19% 43
2025
Q2 		$2.11M Buy
48,869
+2,861
+6% +$124K 0.2% 42
2025
Q1 		$2.09M Buy
46,008
+6,040
+15% +$251K 0.22% 43
2024
Q4 		$1.6M Sell
39,968
-2,813
-7% -$119K 0.16% 47
2024
Q3 		$1.92M Buy
42,781
+443
+1% +$18.5K 0.19% 40
2024
Q2 		$1.75M Sell
42,338
-1,765
-4% -$71.1K 0.19% 45
2024
Q1 		$1.85M Sell
44,103
-3,228
-7% -$130K 0.2% 45
2023
Q4 		$1.78M Buy
47,331
+389
+0.8% +$13.8K 0.21% 40
2023
Q3 		$1.52M Sell
46,942
-242
-0.5% -$8.18K 0.19% 39
2023
Q2 		$1.75M Buy
47,184
+4,952
+12% +$183K 0.23% 43
2023
Q1 		$1.64M Sell
42,232
-829
-2% -$32.7K 0.24% 41
2022
Q4 		$2.53M Buy
43,061
+4,619
+12% +$174K 0.4% 33
2022
Q3 		$1.46M Sell
38,442
-729
-2% -$32.5K 0.27% 34
2022
Q2 		$1.99M Buy
39,171
+223
+0.6% +$11.3K 0.36% 32
2022
Q1 		$1.98M Sell
38,948
-2,181
-5% -$116K 0.32% 30
2021
Q4 		$2.14M Sell
41,129
-74
-0.2% -$3.86K 0.35% 29
2021
Q3 		$2.23M Buy
41,203
+1,750
+4% +$96.8K 0.4% 26
2021
Q2 		$2.21M Sell
39,453
-205
-0.5% -$11.8K 0.38% 30
2021
Q1 		$2.31M Buy
39,658
+942
+2% +$53.2K 0.42% 29
2020
Q4 		$2.27M Sell
38,716
-330
-0.8% -$19.6K 0.41% 31
2020
Q3 		$2.32M Buy
39,046
+895
+2% +$52K 0.47% 30
2020
Q2 		$2.1M Buy
38,151
+740
+2% +$41.6K 0.48% 33
2020
Q1 		$2.01M Buy
37,411
+3,833
+11% +$219K 0.54% 30
2019
Q4 		$2.06M Buy
33,578
+837
+3% +$50.5K 0.49% 25
2019
Q3 		$1.98M Buy
32,741
+2,745
+9% +$158K 0.52% 26
2019
Q2 		$1.71M Buy
29,996
+169
+0.6% +$9.74K 0.46% 31
2019
Q1 		$1.76M Buy
+29,827
New +$1.69M 0.5% 28

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Traphagen Investment Advisors's VZ Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Verizon (VZ) stake by 2.2% in Q2 2026, buying an estimated $51.6K and bringing the position to 51,940 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #54.

Traphagen Investment Advisors first reported a position in VZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.55M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Traphagen Investment Advisors held 51,940 shares of Verizon worth $2.2M as of Q2 2026.
  • Traphagen Investment Advisors bought 1,099 Verizon shares in Q2 2026, an estimated $51.6K.
  • Verizon made up 0.16% of Traphagen Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Traphagen Investment Advisors first reported a position in Verizon in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's Verizon position peaked at $2.55M in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.