USA Financial Formulas’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 | $186K | Buy |
+4,401
| New | +$206K | 0.03% | 143 |
|
|
2025
Q4 | – | Sell |
-412
| Closed | -$18.1K | – | 478 |
|
|
2025
Q3 | $18.1K | Buy |
412
+113
| +38% | +$4.89K | ﹤0.01% | 251 |
|
|
2025
Q2 | $12.9K | Buy |
+299
| New | +$12.9K | ﹤0.01% | 236 |
|
|
2025
Q1 | – | Sell |
-14,302
| Closed | -$572K | – | 372 |
|
|
2024
Q4 | $572K | Buy |
14,302
+1,103
| +8% | +$46.5K | 0.09% | 92 |
|
|
2024
Q3 | $593K | Buy |
13,199
+2,687
| +26% | +$112K | 0.09% | 83 |
|
|
2024
Q2 | $434K | Buy |
10,512
+10,440
| +14,500% | +$421K | 0.07% | 92 |
|
|
2024
Q1 | $3.02K | Buy |
72
+11
| +18% | +$444 | ﹤0.01% | 281 |
|
|
2023
Q4 | $2.3K | Sell |
61
-151
| -71% | -$5.34K | ﹤0.01% | 288 |
|
|
2023
Q3 | $6.87K | Hold |
212
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $7.88K | Hold |
212
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $8.24K | Buy |
+212
| New | +$8.36K | 0.01% | 159 |
|
|
2022
Q3 | $12K | Buy |
308
+173
| +128% | +$7.71K | 0.02% | 112 |
|
|
2022
Q2 | $7K | Hold |
135
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $7K | Buy |
135
+11
| +9% | +$583 | 0.01% | 169 |
|
|
2021
Q4 | $6K | Sell |
124
-39
| -24% | -$2.04K | 0.01% | 215 |
|
|
2021
Q3 | $9K | Buy |
163
+75
| +85% | +$4.15K | 0.01% | 257 |
|
|
2021
Q2 | $5K | Sell |
88
-16
| -15% | -$918 | ﹤0.01% | 266 |
|
|
2021
Q1 | $6K | Buy |
104
+11
| +12% | +$621 | ﹤0.01% | 232 |
|
|
2020
Q4 | $5K | Buy |
93
+48
| +107% | +$2.85K | ﹤0.01% | 203 |
|
|
2020
Q3 | $3K | Sell |
45
-88
| -66% | -$5.11K | ﹤0.01% | 203 |
|
|
2020
Q2 | $7K | Buy |
133
+43
| +48% | +$2.42K | 0.01% | 91 |
|
|
2020
Q1 | $5K | Sell |
90
-39,930
| -100% | -$2.28M | ﹤0.01% | 160 |
|
|
2019
Q4 | $2.46M | Buy |
+40,020
| New | +$2.41M | 1.02% | 50 |
|
|
2019
Q3 | – | Sell |
-115,874
| Closed | -$6.85M | – | 269 |
|
|
2019
Q2 | $6.85M | Buy |
115,874
+18,859
| +19% | +$1.09M | 3.44% | 12 |
|
|
2019
Q1 | $5.74M | Buy |
97,015
+6,622
| +7% | +$375K | 3.61% | 11 |
|
|
2018
Q4 | $4.83M | Buy |
+90,393
| New | +$5.13M | 1.2% | 23 |
|
|
2016
Q3 | – | Sell |
-270,248
| Closed | -$15.1M | – | 304 |
|
|
2016
Q2 | $15.1M | Buy |
+270,248
| New | +$14M | 4.14% | 1 |
|
Other funds holding VZ
USA Financial Formulas's VZ Position: Q2 2026 in Review
USA Financial Formulas opened a new position in Verizon (VZ) in Q2 2026: 4,401 shares worth $186K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in VZ as recently as Q3 2025.
USA Financial Formulas first reported a position in VZ in Q2 2016 and has held it in 27 quarters since. The position peaked at $15.1M in Q2 2016. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- USA Financial Formulas held 4,401 shares of Verizon worth $186K as of Q2 2026.
- Verizon was a new USA Financial Formulas position in Q2 2026.
- Verizon made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #143 holding.
- USA Financial Formulas first reported a position in Verizon in Q2 2016 and has held it in 27 quarters since.
- USA Financial Formulas's Verizon position peaked at $15.1M in Q2 2016.
- 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.