Turtle Creek Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$998K Sell
23,537
-2,790
-11% -$131K 0.05% 164
2026
Q1
$1.32M Buy
26,327
+11,875
+82% +$550K 0.1% 126
2025
Q4
$589K Sell
14,452
-15,411
-52% -$625K 0.05% 216
2025
Q3
$1.31M Buy
29,863
+17,254
+137% +$747K 0.12% 111
2025
Q2
$546K Buy
12,609
+866
+7% +$37.5K 0.06% 163
2025
Q1
$533K Buy
+11,743
New +$489K 0.08% 105
2024
Q4
Sell
-8,937
Closed -$401K 166
2024
Q3
$401K Buy
8,937
+475
+6% +$19.8K 0.08% 119
2024
Q2
$349K Buy
8,462
+1,229
+17% +$49.5K 0.08% 111
2024
Q1
$303K Sell
7,233
-819
-10% -$33K 0.07% 115
2023
Q4
$304K Buy
+8,052
New +$285K 0.09% 116

Other funds holding VZ

Turtle Creek Wealth Advisors's VZ Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Verizon (VZ) stake by 11% in Q2 2026, selling an estimated $131K and leaving 23,537 shares worth $998K. The position accounts for 0.05% of the portfolio, ranked #164.

Turtle Creek Wealth Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2026. 1,677 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Turtle Creek Wealth Advisors held 23,537 shares of Verizon worth $998K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 2,790 Verizon shares in Q2 2026, an estimated $131K.
  • Verizon made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Turtle Creek Wealth Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • Turtle Creek Wealth Advisors's Verizon position peaked at $1.32M in Q1 2026.
  • 1,677 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.