Waddell & Associates’s Verizon VZ Stock Holding History

Waddell & Associates’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	$295K	Buy	6,971 +2,924	+72%	+$137K	0.01%	408
2026 Q1	$203K	Sell	4,047 -3,032	-43%	-$141K	0.01%	422
2025 Q4	$288K	Buy	+7,079	New	+$287K	0.02%	291
2024 Q1	–	Sell	-8,075	Closed	-$300K	–	155
2023 Q4	$300K	Sell	8,075 -4,808	-37%	-$170K	0.04%	115
2023 Q3	$418K	Buy	12,883 +503	+4%	+$17K	0.06%	95
2023 Q2	$460K	Sell	12,380 -2,448	-17%	-$90.6K	0.07%	83
2023 Q1	$577K	Sell	14,828 -3,846	-21%	-$152K	0.09%	73
2022 Q4	$736K	Sell	18,674 -624	-3%	-$23.5K	0.12%	58
2022 Q3	$733K	Sell	19,298 -283	-1%	-$12.6K	0.14%	50
2022 Q2	$994K	Buy	19,581 +2,812	+17%	+$142K	0.2%	43
2022 Q1	$854K	Buy	16,769 +2	+0%	+$106	0.14%	46
2021 Q4	$871K	Buy	16,767 +515	+3%	+$26.9K	0.14%	45
2021 Q3	$878K	Buy	16,252 +1,102	+7%	+$61K	0.15%	41
2021 Q2	$849	Buy	+15,150	New	+$869K	0.13%	41

Other funds holding VZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Waddell & Associates's VZ Position: Q2 2026 in Review

Waddell & Associates increased its Verizon (VZ) stake by 72% in Q2 2026, buying an estimated $137K and bringing the position to 6,971 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #408.

Waddell & Associates first reported a position in VZ in Q2 2021 and has held it in 14 quarters since. The position peaked at $994K in Q2 2022. 1,264 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Waddell & Associates held 6,971 shares of Verizon worth $295K as of Q2 2026.
Waddell & Associates bought 2,924 Verizon shares in Q2 2026, an estimated $137K.
Verizon made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #408 holding.
Waddell & Associates first reported a position in Verizon in Q2 2021 and has held it in 14 quarters since.
Waddell & Associates's Verizon position peaked at $994K in Q2 2022.
1,264 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.