United Advisor Group’s Verizon VZ Stock Holding History

United Advisor Group’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	$254K	Buy	+6,000	New	+$281K	0.03%	461

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

United Advisor Group's VZ Position: Q2 2026 in Review

United Advisor Group increased its Verizon (VZ) stake by 4% in Q2 2026, buying an estimated $126K and bringing the position to 70,247 shares worth $2.97M. The position accounts for 0.31% of the portfolio, ranked #87.

United Advisor Group first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q1 2026. 3,150 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

United Advisor Group held 70,247 shares of Verizon worth $2.97M as of Q2 2026.
United Advisor Group bought 2,686 Verizon shares in Q2 2026, an estimated $126K.
Verizon made up 0.31% of United Advisor Group's portfolio in Q2 2026, its #87 holding.
United Advisor Group first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's Verizon position peaked at $3.39M in Q1 2026.
3,150 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.