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True Wealth Design’s Verizon VZ Stock Holding History

True Wealth Design’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 		$66.6K Buy
1,573
+1,036
+193% +$48.6K 0.02% 383
2026
Q1 		$27K Buy
537
+48
+10% +$2.23K 0.01% 599
2025
Q4 		$19.9K Sell
489
-112
-19% -$4.54K 0.01% 606
2025
Q3 		$26.4K Buy
601
+92
+18% +$3.98K 0.01% 506
2025
Q2 		$22K Buy
509
+47
+10% +$2.04K 0.01% 363
2025
Q1 		$21K Buy
462
+189
+69% +$7.87K 0.01% 331
2024
Q4 		$10.9K Buy
273
+58
+27% +$2.45K ﹤0.01% 409
2024
Q3 		$9.66K Sell
215
-504
-70% -$21K ﹤0.01% 426
2024
Q2 		$29.7K Sell
719
-19,933
-97% -$803K 0.01% 192
2024
Q1 		$867K Sell
20,652
-194
-0.9% -$7.83K 0.22% 66
2023
Q4 		$786K Buy
20,846
+20,761
+24,425% +$735K 0.22% 75
2023
Q3 		$2.75K Hold
85
– – ﹤0.01% 249
2023
Q2 		$3.16K Sell
85
-845
-91% -$31.3K ﹤0.01% 253
2023
Q1 		$36.2K Sell
930
-133
-13% -$5.25K 0.02% 180
2022
Q4 		$41.9K Buy
+1,063
New +$40.1K 0.02% 157

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

True Wealth Design's VZ Position: Q2 2026 in Review

True Wealth Design increased its Verizon (VZ) stake by 193% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,573 shares worth $66.6K. The position accounts for 0.02% of the portfolio, ranked #383.

True Wealth Design first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $867K in Q1 2024. 1,631 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • True Wealth Design held 1,573 shares of Verizon worth $66.6K as of Q2 2026.
  • True Wealth Design bought 1,036 Verizon shares in Q2 2026, an estimated $48.6K.
  • Verizon made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #383 holding.
  • True Wealth Design first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Verizon position peaked at $867K in Q1 2024.
  • 1,631 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.