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RAFFA WEALTH MANAGEMENT, LLC’s Verizon VZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$44K Sell
1,032
-177
-15% -$8.3K 0.01% 184
2026
Q1 		$60.7K Buy
1,209
+197
+19% +$9.13K 0.01% 150
2025
Q4 		$41.2K Buy
1,012
+108
+12% +$4.38K 0.01% 180
2025
Q3 		$39.7K Sell
904
-202
-18% -$8.74K 0.01% 176
2025
Q2 		$47.7K Buy
1,106
+277
+33% +$12K 0.01% 185
2025
Q1 		$37.5K Sell
829
-218
-21% -$9.07K 0.01% 160
2024
Q4 		$41.9K Buy
1,047
+3
+0.3% +$127 0.01% 160
2024
Q3 		$46.9K Sell
1,044
-2,432
-70% -$102K 0.01% 149
2024
Q2 		$143K Buy
3,476
+3
+0.1% +$121 0.04% 108
2024
Q1 		$146K Buy
3,473
+2,406
+225% +$97K 0.04% 104
2023
Q4 		$40.2K Buy
1,067
+4
+0.4% +$142 0.01% 144
2023
Q3 		$34.5K Buy
1,063
+3
+0.3% +$101 0.01% 155
2023
Q2 		$39.4K Buy
1,060
+2
+0.2% +$74 0.01% 146
2023
Q1 		$41.1K Buy
1,058
+3
+0.3% +$118 0.02% 157
2022
Q4 		$41.6K Sell
1,055
-231
-18% -$8.7K 0.02% 152
2022
Q3 		$48.8K Buy
1,286
+2
+0.2% +$89 0.02% 132
2022
Q2 		$65.2K Buy
1,284
+2
+0.2% +$101 0.03% 122
2022
Q1 		$65.3K Buy
1,282
+32
+3% +$1.7K 0.02% 119
2021
Q4 		$65K Buy
1,250
+68
+6% +$3.55K 0.02% 123
2021
Q3 		$63.8K Buy
1,182
+59
+5% +$3.26K 0.02% 105
2021
Q2 		$62.9K Sell
1,123
-2,088
-65% -$120K 0.02% 114
2021
Q1 		$187K Buy
3,211
+67
+2% +$3.78K 0.07% 72
2020
Q4 		$185K Buy
3,144
+45
+1% +$2.67K 0.07% 69
2020
Q3 		$184K Sell
3,099
-35
-1% -$2.03K 0.07% 58
2020
Q2 		$173K Buy
3,134
+27
+0.9% +$1.52K 0.07% 61
2020
Q1 		$167K Sell
3,107
-2,658
-46% -$152K 0.06% 58
2019
Q4 		$354K Buy
5,765
+2
+0% +$121 0.12% 53
2019
Q3 		$348K Buy
+5,763
New +$332K 0.12% 48
2019
Q2 		– Sell
-5,819
Closed -$344K – 1391
2019
Q1 		$344K Buy
5,819
+1,737
+43% +$98.4K 0.14% 40
2018
Q4 		$229K Sell
4,082
-2,646
-39% -$150K 0.09% 60
2018
Q3 		$359K Buy
6,728
+2,037
+43% +$108K 0.13% 59
2018
Q2 		$236K Sell
4,691
-3,052
-39% -$148K 0.09% 61
2018
Q1 		$370K Sell
7,743
-198
-2% -$9.95K 0.14% 55
2017
Q4 		$420K Sell
7,941
-283
-3% -$13.9K 0.16% 49
2017
Q3 		$407K Buy
8,224
+2
+0% +$94 0.17% 48
2017
Q2 		$367K Sell
8,222
-499
-6% -$23.2K 0.16% 49
2017
Q1 		$425K Sell
8,721
-82
-0.9% -$4.11K 0.21% 28
2016
Q4 		$470K Buy
8,803
+445
+5% +$22.2K 0.25% 23
2016
Q3 		$434K Buy
8,358
+36
+0.4% +$1.93K 0.23% 24
2016
Q2 		$465K Sell
8,322
-127
-2% -$6.59K 0.26% 23
2016
Q1 		$457K Buy
8,449
+5,651
+202% +$283K 0.26% 23
2015
Q4 		$129K Sell
2,798
-5,500
-66% -$250K 0.08% 56
2015
Q3 		$361K Buy
8,298
+400
+5% +$18.5K 0.22% 27
2015
Q2 		$368K Buy
7,898
+400
+5% +$19.6K 0.22% 29
2015
Q1 		$365K Buy
7,498
+3,875
+107% +$187K 0.21% 28
2014
Q4 		$169K Hold
3,623
– – 0.1% 51
2014
Q3 		$181K Buy
3,623
+183
+5% +$9.1K 0.14% 49
2014
Q2 		$168K Hold
3,440
– – 0.13% 50
2014
Q1 		$164K Sell
3,440
-183
-5% -$8.65K 0.13% 51
2013
Q4 		$169K Buy
+3,623
New +$178K 0.1% 51

Other funds holding VZ

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Verizon (VZ) stake by 15% in Q2 2026, selling an estimated $8.3K and leaving 1,032 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #184.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $470K in Q4 2016. 1,205 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,032 shares of Verizon worth $44K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 177 Verizon shares in Q2 2026, an estimated $8.3K.
  • Verizon made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #184 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Verizon in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Verizon position peaked at $470K in Q4 2016.
  • 1,205 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.