TRUE Private Wealth Advisors’s Verizon VZ Stock Holding History

TRUE Private Wealth 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	$2.53M	Buy	59,825 +550	+0.9%	+$25.8K	0.22%	66
2026 Q1	$2.98M	Buy	59,275 +303	+0.5%	+$14K	0.28%	58
2025 Q4	$2.4M	Buy	58,972 +560	+1%	+$22.7K	0.24%	65
2025 Q3	$2.57M	Buy	58,412 +540	+0.9%	+$23.4K	0.26%	61
2025 Q2	$2.5M	Buy	57,872 +3,235	+6%	+$140K	0.28%	61
2025 Q1	$2.48M	Buy	54,637 +1,185	+2%	+$49.3K	0.3%	58
2024 Q4	$2.14M	Sell	53,452 -1,030	-2%	-$43.5K	0.26%	65
2024 Q3	$2.45M	Sell	54,482 -6,549	-11%	-$273K	0.29%	56
2024 Q2	$2.52M	Buy	61,031 +1,490	+3%	+$60.1K	0.29%	60
2024 Q1	$2.5M	Buy	59,541 +3,868	+7%	+$156K	0.29%	57
2023 Q4	$2.1M	Sell	55,673 -3,822	-6%	-$135K	0.27%	60
2023 Q3	$1.93M	Buy	59,495 +13,465	+29%	+$455K	0.27%	62
2023 Q2	$1.71M	Sell	46,030 -6,288	-12%	-$233K	0.25%	63
2023 Q1	$2.03M	Sell	52,318 -2,128	-4%	-$83.9K	0.3%	56
2022 Q4	$2.15M	Buy	54,446 +26,779	+97%	+$1.01M	0.33%	49
2022 Q3	$1.05M	Buy	27,667 +15	+0.1%	+$668	0.16%	64
2022 Q2	$1.4M	Buy	27,652 +464	+2%	+$23.5K	0.2%	62
2022 Q1	$1.31M	Sell	27,188 -1,829	-6%	-$96.9K	0.19%	67
2021 Q4	$1.51M	Sell	29,017 -353	-1%	-$18.4K	0.21%	72
2021 Q3	$1.59M	Sell	29,370 -944	-3%	-$52.2K	0.23%	70
2021 Q2	$1.7M	Sell	30,314 -2,221	-7%	-$127K	0.25%	66
2021 Q1	$1.89M	Sell	32,535 -2,052	-6%	-$116K	0.31%	54
2020 Q4	$2.03M	Sell	34,587 -1,510	-4%	-$89.7K	0.34%	50
2020 Q3	$2.15M	Buy	36,097 +1,507	+4%	+$87.6K	0.37%	46
2020 Q2	$1.91M	Buy	34,590 +324	+0.9%	+$18.2K	0.35%	54
2020 Q1	$1.84M	Sell	34,266 -11,689	-25%	-$669K	0.39%	46
2019 Q4	$2.82M	Sell	45,955 -2,065	-4%	-$125K	0.43%	32
2019 Q3	$2.9M	Buy	48,020 +5,939	+14%	+$342K	0.5%	31
2019 Q2	$2.4M	Buy	42,081 +9,142	+28%	+$527K	0.41%	34
2019 Q1	$1.95M	Sell	32,939 -159	-0.5%	-$9K	0.37%	49
2018 Q4	$1.86M	Buy	33,098 +3,085	+10%	+$175K	0.33%	58
2018 Q3	$1.6M	Buy	30,013 +424	+1%	+$22.4K	0.23%	77
2018 Q2	$1.49M	Buy	29,589 +3,035	+11%	+$147K	0.23%	75
2018 Q1	$1.27M	Buy	26,554 +752	+3%	+$37.8K	0.22%	69
2017 Q4	$1.36M	Buy	25,802 +522	+2%	+$25.7K	0.24%	65
2017 Q3	$1.25M	Buy	25,280 +801	+3%	+$37.7K	0.28%	50
2017 Q2	$1.09M	Buy	24,479 +5,060	+26%	+$236K	0.25%	52
2017 Q1	$944K	Buy	19,419 +804	+4%	+$40.3K	0.22%	58
2016 Q4	$900K	Sell	18,615 -1,222	-6%	-$61.1K	0.22%	61
2016 Q3	$997K	Buy	19,837 +208	+1%	+$11.2K	0.32%	43
2016 Q2	$1.1M	Sell	19,629 -7,692	-28%	-$399K	0.37%	40
2016 Q1	$1.48M	Buy	+27,321	New	+$1.37M	0.57%	29

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TRUE Private Wealth Advisors's VZ Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Verizon (VZ) stake by 0.93% in Q2 2026, buying an estimated $25.8K and bringing the position to 59,825 shares worth $2.53M. The position accounts for 0.22% of the portfolio, ranked #66.

TRUE Private Wealth Advisors first reported a position in VZ in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.98M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

TRUE Private Wealth Advisors held 59,825 shares of Verizon worth $2.53M as of Q2 2026.
TRUE Private Wealth Advisors bought 550 Verizon shares in Q2 2026, an estimated $25.8K.
Verizon made up 0.22% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #66 holding.
TRUE Private Wealth Advisors first reported a position in Verizon in Q1 2016 and has held it in 42 quarters since.
TRUE Private Wealth Advisors's Verizon position peaked at $2.98M in Q1 2026.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.