True Link Financial Advisors’s Verizon VZ Stock Holding History

True Link Financial 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	–	Sell	-2,261	Closed	-$114K	–	404
2026 Q1	$114K	Buy	+2,261	New	+$105K	0.01%	138
2025 Q1	–	Sell	-5,463	Closed	-$218K	–	112
2024 Q4	$218K	Buy	+5,463	New	+$230K	0.02%	70
2023 Q4	–	Sell	-8,590	Closed	-$278K	–	107
2023 Q3	$278K	Buy	8,590 +241	+3%	+$8.14K	0.03%	95
2023 Q2	$310K	Hold	8,349	–	–	0.04%	98
2023 Q1	$325K	Hold	8,349	–	–	0.04%	97
2022 Q4	$329K	Hold	8,349	–	–	0.04%	96
2022 Q3	$317K	Hold	8,349	–	–	0.05%	106
2022 Q2	$424K	Hold	8,349	–	–	0.06%	90
2022 Q1	$425K	Sell	8,349 -122	-1%	-$6.46K	0.06%	88
2021 Q4	$440K	Buy	8,471 +1,288	+18%	+$67.2K	0.06%	111
2021 Q3	$388K	Buy	7,183 +3,359	+88%	+$186K	0.05%	117
2021 Q2	$214K	Buy	3,824 +299	+8%	+$17.2K	0.03%	173
2021 Q1	$205K	Hold	3,525	–	–	0.03%	244
2020 Q4	$207K	Buy	+3,525	New	+$209K	0.03%	254

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

True Link Financial Advisors's VZ Position: Q2 2026 in Review

True Link Financial Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 2,261 shares — an estimated $114K sold.

True Link Financial Advisors first reported a position in VZ in Q4 2020 and held it in 14 quarters. The position peaked at $440K in Q4 2021. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

True Link Financial Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 2,261 Verizon shares in Q2 2026, an estimated $114K.
True Link Financial Advisors first reported a position in Verizon in Q4 2020 and held it in 14 quarters.
True Link Financial Advisors's Verizon position peaked at $440K in Q4 2021.
3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.