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VisionPoint Advisory Group’s Verizon VZ Stock Holding History

VisionPoint Advisory 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 		$1.22M Sell
28,849
-39
-0.1% -$1.83K 0.2% 115
2026
Q1 		$1.45M Buy
28,888
+97
+0.3% +$4.5K 0.27% 90
2025
Q4 		$1.17M Buy
28,791
+3,704
+15% +$150K 0.23% 105
2025
Q3 		$1.1M Buy
25,087
+373
+2% +$16.1K 0.22% 112
2025
Q2 		$1.07M Buy
24,714
+9,814
+66% +$425K 0.23% 109
2025
Q1 		$676K Buy
14,900
+3,094
+26% +$129K 0.23% 93
2024
Q4 		$475K Sell
11,806
-175
-1% -$7.38K 0.16% 114
2024
Q3 		$538K Buy
11,981
+3,342
+39% +$139K 0.18% 108
2024
Q2 		$356K Sell
8,639
-377
-4% -$15.2K 0.13% 129
2024
Q1 		$378K Sell
9,016
-319
-3% -$12.9K 0.14% 135
2023
Q4 		$352K Sell
9,335
-1,360
-13% -$48.1K 0.13% 118
2023
Q3 		$347K Sell
10,695
-6,123
-36% -$207K 0.15% 113
2023
Q2 		$625K Buy
16,818
+9,053
+117% +$335K 0.26% 79
2023
Q1 		$290K Sell
7,765
-497
-6% -$19.6K 0.13% 121
2022
Q4 		$333K Buy
8,262
+2,706
+49% +$102K 0.14% 97
2022
Q3 		$211K Buy
5,556
+483
+10% +$21.5K 0.1% 85
2022
Q2 		$227K Buy
+5,073
New +$257K 0.09% 90
2021
Q3 		– Sell
-4,284
Closed -$240K – 113
2021
Q2 		$240K Sell
4,284
-2,115
-33% -$121K 0.11% 89
2021
Q1 		$372K Sell
6,399
-10,175
-61% -$574K 0.18% 88
2020
Q4 		$974K Sell
16,574
-77,413
-82% -$4.6M 0.49% 47
2020
Q3 		$5.59M Sell
93,987
-33,122
-26% -$1.92M 2.41% 3
2020
Q2 		$7.23M Sell
127,109
-6,128
-5% -$345K 2.93% 3
2020
Q1 		$7.16M Buy
133,237
+75,331
+130% +$4.31M 3.35% 4
2019
Q4 		$3.56M Buy
57,906
+3,447
+6% +$208K 1.48% 13
2019
Q3 		$3.26M Buy
54,459
+49,849
+1,081% +$2.87M 0.89% 14
2019
Q2 		$263K Sell
4,610
-367
-7% -$21.1K 0.08% 106
2019
Q1 		$294K Sell
4,977
-192
-4% -$10.9K 0.08% 98
2018
Q4 		$291K Buy
+5,169
New +$293K 0.09% 81

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

VisionPoint Advisory Group's VZ Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Verizon (VZ) stake by 0.14% in Q2 2026, selling an estimated $1.83K and leaving 28,849 shares worth $1.22M. The position accounts for 0.2% of the portfolio, ranked #115.

VisionPoint Advisory Group first reported a position in VZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.23M in Q2 2020. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • VisionPoint Advisory Group held 28,849 shares of Verizon worth $1.22M as of Q2 2026.
  • VisionPoint Advisory Group sold 39 Verizon shares in Q2 2026, an estimated $1.83K.
  • Verizon made up 0.2% of VisionPoint Advisory Group's portfolio in Q2 2026, its #115 holding.
  • VisionPoint Advisory Group first reported a position in Verizon in Q4 2018 and has held it in 28 quarters since.
  • VisionPoint Advisory Group's Verizon position peaked at $7.23M in Q2 2020.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.