Valeo Financial 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 | $3.69M | Sell |
87,228
-2,699
| -3% | -$127K | 0.08% | 117 |
|
|
2026
Q1 | $4.51M | Sell |
89,927
-16,397
| -15% | -$760K | 0.11% | 90 |
|
|
2025
Q4 | $4.33M | Sell |
106,324
-5,706
| -5% | -$231K | 0.1% | 101 |
|
|
2025
Q3 | $4.92M | Buy |
112,030
+915
| +0.8% | +$39.6K | 0.11% | 90 |
|
|
2025
Q2 | $4.81M | Buy |
111,115
+348
| +0.3% | +$15.1K | 0.12% | 92 |
|
|
2025
Q1 | $5.02M | Buy |
110,767
+5,731
| +5% | +$239K | 0.14% | 75 |
|
|
2024
Q4 | $4.2M | Buy |
105,036
+6,442
| +7% | +$272K | 0.12% | 84 |
|
|
2024
Q3 | $4.43M | Sell |
98,594
-759
| -0.8% | -$31.7K | 0.13% | 82 |
|
|
2024
Q2 | $4.1M | Sell |
99,353
-689
| -0.7% | -$27.8K | 0.13% | 81 |
|
|
2024
Q1 | $3.95M | Sell |
100,042
-9,007
| -8% | -$363K | 0.14% | 77 |
|
|
2023
Q4 | $4.11M | Buy |
109,049
+2,531
| +2% | +$89.6K | 0.17% | 71 |
|
|
2023
Q3 | $3.45M | Sell |
106,518
-16,785
| -14% | -$567K | 0.16% | 79 |
|
|
2023
Q2 | $4.59M | Sell |
123,303
-22,852
| -16% | -$846K | 0.21% | 65 |
|
|
2023
Q1 | $5.68M | Buy |
146,155
+24,111
| +20% | +$951K | 0.27% | 55 |
|
|
2022
Q4 | $4.81M | Buy |
122,044
+38,775
| +47% | +$1.46M | 0.26% | 56 |
|
|
2022
Q3 | $3.16M | Sell |
83,269
-2,517
| -3% | -$112K | 0.2% | 68 |
|
|
2022
Q2 | $4.35M | Sell |
85,786
-10,071
| -11% | -$509K | 0.27% | 59 |
|
|
2022
Q1 | $4.88M | Sell |
95,857
-1,185
| -1% | -$62.8K | 0.25% | 64 |
|
|
2021
Q4 | $5.04M | Sell |
97,042
-20,116
| -17% | -$1.05M | 0.27% | 55 |
|
|
2021
Q3 | $6.33M | Buy |
117,158
+5,924
| +5% | +$328K | 0.36% | 39 |
|
|
2021
Q2 | $6.23M | Buy |
111,234
+1,795
| +2% | +$103K | 0.38% | 37 |
|
|
2021
Q1 | $6.36M | Buy |
109,439
+6,224
| +6% | +$351K | 0.29% | 42 |
|
|
2020
Q4 | $4.85M | Buy |
103,215
+33,207
| +47% | +$1.97M | 0.25% | 46 |
|
|
2020
Q3 | $4.17M | Sell |
70,008
-931
| -1% | -$54.1K | 0.36% | 40 |
|
|
2020
Q2 | $3.91M | Buy |
70,939
+12,390
| +21% | +$697K | 0.36% | 42 |
|
|
2020
Q1 | $3.36M | Buy |
58,549
+4,773
| +9% | +$273K | 0.36% | 45 |
|
|
2019
Q4 | $3.3M | Buy |
53,776
+2,815
| +6% | +$170K | 0.32% | 50 |
|
|
2019
Q3 | $3.08M | Buy |
50,961
+6,362
| +14% | +$366K | 0.34% | 48 |
|
|
2019
Q2 | $2.55M | Sell |
44,599
-1,026
| -2% | -$59.1K | 0.29% | 59 |
|
|
2019
Q1 | $2.7M | Sell |
45,625
-1,446
| -3% | -$81.9K | 0.33% | 53 |
|
|
2018
Q4 | $2.65M | Sell |
47,071
-3,950
| -8% | -$224K | 0.37% | 48 |
|
|
2018
Q3 | $2.92M | Sell |
51,021
-20,476
| -29% | -$1.08M | 0.39% | 47 |
|
|
2018
Q2 | $3.74M | Sell |
71,497
-305
| -0.4% | -$14.8K | 0.52% | 39 |
|
|
2018
Q1 | $3.43M | Buy |
71,802
+55
| +0.1% | +$2.76K | 0.55% | 36 |
|
|
2017
Q4 | $3.8M | Buy |
71,747
+17,212
| +32% | +$846K | 0.62% | 36 |
|
|
2017
Q3 | $2.7M | Buy |
+54,535
| New | +$2.57M | 0.61% | 39 |
|
Other funds holding VZ
Valeo Financial Advisors's VZ Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Verizon (VZ) stake by 3% in Q2 2026, selling an estimated $127K and leaving 87,228 shares worth $3.69M. The position accounts for 0.08% of the portfolio, ranked #117.
Valeo Financial Advisors first reported a position in VZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.36M in Q1 2021. 3,129 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Valeo Financial Advisors held 87,228 shares of Verizon worth $3.69M as of Q2 2026.
- Valeo Financial Advisors sold 2,699 Verizon shares in Q2 2026, an estimated $127K.
- Verizon made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #117 holding.
- Valeo Financial Advisors first reported a position in Verizon in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Verizon position peaked at $6.36M in Q1 2021.
- 3,129 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.