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Tred Avon Family Wealth’s Verizon VZ Stock Holding History

Tred Avon Family Wealth’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 		$1.5M Sell
35,461
-814
-2% -$38.2K 0.46% 51
2026
Q1 		$1.82M Buy
36,275
+3,796
+12% +$176K 0.6% 35
2025
Q4 		$1.32M Sell
32,479
-851
-3% -$34.5K 0.43% 55
2025
Q3 		$1.46M Buy
+33,330
New +$1.44M 0.5% 47

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tred Avon Family Wealth's VZ Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Verizon (VZ) stake by 2.2% in Q2 2026, selling an estimated $38.2K and leaving 35,461 shares worth $1.5M. The position accounts for 0.46% of the portfolio, ranked #51.

Tred Avon Family Wealth first reported a position in VZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q1 2026. 3,163 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Tred Avon Family Wealth held 35,461 shares of Verizon worth $1.5M as of Q2 2026.
  • Tred Avon Family Wealth sold 814 Verizon shares in Q2 2026, an estimated $38.2K.
  • Verizon made up 0.46% of Tred Avon Family Wealth's portfolio in Q2 2026, its #51 holding.
  • Tred Avon Family Wealth first reported a position in Verizon in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Verizon position peaked at $1.82M in Q1 2026.
  • 3,163 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.