WW
VZ icon

Waterfront Wealth’s Verizon VZ Stock Holding History

Waterfront Wealth’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 		$420K Buy
9,974
+1,653
+20% +$77.5K 0.07% 228
2026
Q1 		$418K Sell
8,321
-230
-3% -$10.7K 0.08% 221
2025
Q4 		$339K Hold
8,551
– – 0.06% 223
2025
Q3 		$342K Buy
8,551
+508
+6% +$22K 0.07% 215
2025
Q2 		$348K Buy
8,043
+725
+10% +$31.4K 0.08% 214
2025
Q1 		$332K Sell
7,318
-285
-4% -$11.9K 0.08% 207
2024
Q4 		$304K Sell
7,603
-15
-0.2% -$633 0.07% 218
2024
Q3 		$316K Buy
7,618
+438
+6% +$18.3K 0.08% 213
2024
Q2 		$296K Sell
7,180
-36
-0.5% -$1.45K 0.08% 203
2024
Q1 		$282K Hold
7,216
– – 0.08% 210
2023
Q4 		$272K Sell
7,216
-990
-12% -$35K 0.08% 212
2023
Q3 		$258K Sell
8,206
-850
-9% -$28.7K 0.08% 206
2023
Q2 		$311K Sell
9,056
-39
-0.4% -$1.44K 0.09% 195
2023
Q1 		$354K Sell
9,095
-189
-2% -$7.45K 0.12% 187
2022
Q4 		$377K Buy
9,284
+334
+4% +$12.6K 0.13% 183
2022
Q3 		$328K Sell
8,950
-549
-6% -$24.4K 0.12% 183
2022
Q2 		$482K Sell
9,499
-60
-0.6% -$3.04K 0.19% 146
2022
Q1 		$509K Buy
9,559
+100
+1% +$5.3K 0.18% 128
2021
Q4 		$491K Sell
9,459
-201
-2% -$10.5K 0.19% 122
2021
Q3 		$522K Sell
9,660
-434
-4% -$24K 0.25% 96
2021
Q2 		$566K Buy
10,094
+479
+5% +$27.5K 0.27% 92
2021
Q1 		$561K Hold
9,615
– – 0.28% 87
2020
Q4 		$565K Buy
+9,615
New +$571K 0.4% 63

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Waterfront Wealth's VZ Position: Q2 2026 in Review

Waterfront Wealth increased its Verizon (VZ) stake by 20% in Q2 2026, buying an estimated $77.5K and bringing the position to 9,974 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #228.

Waterfront Wealth first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $566K in Q2 2021. 1,446 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Waterfront Wealth held 9,974 shares of Verizon worth $420K as of Q2 2026.
  • Waterfront Wealth bought 1,653 Verizon shares in Q2 2026, an estimated $77.5K.
  • Verizon made up 0.07% of Waterfront Wealth's portfolio in Q2 2026, its #228 holding.
  • Waterfront Wealth first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Verizon position peaked at $566K in Q2 2021.
  • 1,446 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.