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Valued Wealth Advisors’s Verizon VZ Stock Holding History

Valued Wealth 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 		$48.4K Sell
1,144
-11
-1% -$516 0.02% 110
2026
Q1 		$58K Sell
1,155
-344
-23% -$15.9K 0.02% 92
2025
Q4 		$61K Buy
1,499
+78
+5% +$3.16K 0.03% 82
2025
Q3 		$62.5K Sell
1,421
-305
-18% -$13.2K 0.03% 73
2025
Q2 		$74.7K Buy
1,726
+13
+0.8% +$563 0.04% 64
2025
Q1 		$77.7K Buy
1,713
+107
+7% +$4.45K 0.05% 70
2024
Q4 		$64.2K Buy
1,606
+137
+9% +$5.78K 0.04% 70
2024
Q3 		$66K Buy
1,469
+234
+19% +$9.77K 0.04% 59
2024
Q2 		$50.9K Buy
1,235
+165
+15% +$6.65K 0.04% 72
2024
Q1 		$44.9K Buy
1,070
+591
+123% +$23.8K 0.03% 74
2023
Q4 		$15.5K Buy
+479
New +$16.9K 0.01% 93

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valued Wealth Advisors's VZ Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Verizon (VZ) stake by 0.95% in Q2 2026, selling an estimated $516 and leaving 1,144 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #110.

Valued Wealth Advisors first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.7K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Valued Wealth Advisors held 1,144 shares of Verizon worth $48.4K as of Q2 2026.
  • Valued Wealth Advisors sold 11 Verizon shares in Q2 2026, an estimated $516.
  • Verizon made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Valued Wealth Advisors first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Verizon position peaked at $77.7K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.