TA
VZ icon

TrueWealth Advisors’s Verizon VZ Stock Holding History

TrueWealth 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 		$1.08M Sell
25,542
-1,263
-5% -$59.3K 0.24% 81
2026
Q1 		$1.35M Sell
26,805
-3,130
-10% -$145K 0.34% 51
2025
Q4 		$1.22M Sell
29,935
-1,773
-6% -$71.9K 0.32% 59
2025
Q3 		$1.39M Sell
31,708
-2,247
-7% -$97.3K 0.38% 54
2025
Q2 		$1.47M Buy
33,955
+918
+3% +$39.8K 0.43% 46
2025
Q1 		$1.5M Sell
33,037
-3,553
-10% -$148K 0.49% 45
2024
Q4 		$1.46M Buy
36,590
+623
+2% +$26.3K 0.49% 44
2024
Q3 		$1.62M Buy
35,967
+623
+2% +$26K 0.54% 40
2024
Q2 		$1.46M Sell
35,344
-360
-1% -$14.5K 0.54% 41
2024
Q1 		$1.5M Sell
35,704
-107
-0.3% -$4.32K 0.58% 36
2023
Q4 		$1.35M Buy
35,811
+640
+2% +$22.6K 0.52% 37
2023
Q3 		$1.14M Buy
35,171
+7,522
+27% +$254K 0.48% 41
2023
Q2 		$1.03M Buy
27,649
+3,040
+12% +$113K 0.42% 42
2023
Q1 		$957K Buy
24,609
+6,590
+37% +$260K 0.4% 53
2022
Q4 		$710K Buy
18,019
+4,078
+29% +$154K 0.31% 65
2022
Q3 		$529K Buy
13,941
+1,064
+8% +$47.4K 0.25% 77
2022
Q2 		$653K Buy
12,877
+6,127
+91% +$310K 0.3% 71
2022
Q1 		$351K Hold
6,750
– – 0.16% 120
2021
Q4 		$351K Buy
6,750
+1,929
+40% +$101K 0.16% 120
2021
Q3 		$260K Buy
4,821
+407
+9% +$22.5K 0.15% 113
2021
Q2 		$247K Buy
4,414
+980
+29% +$56.2K 0.14% 110
2021
Q1 		$201K Buy
+3,434
New +$194K 0.13% 123

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TrueWealth Advisors's VZ Position: Q2 2026 in Review

TrueWealth Advisors reduced its Verizon (VZ) stake by 4.7% in Q2 2026, selling an estimated $59.3K and leaving 25,542 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #81.

TrueWealth Advisors first reported a position in VZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.62M in Q3 2024. 1,519 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • TrueWealth Advisors held 25,542 shares of Verizon worth $1.08M as of Q2 2026.
  • TrueWealth Advisors sold 1,263 Verizon shares in Q2 2026, an estimated $59.3K.
  • Verizon made up 0.24% of TrueWealth Advisors's portfolio in Q2 2026, its #81 holding.
  • TrueWealth Advisors first reported a position in Verizon in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's Verizon position peaked at $1.62M in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.