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WCG Wealth Advisors’s Verizon VZ Stock Holding History

WCG 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 		$4.11M Buy
97,113
+8,387
+9% +$393K 0.1% 194
2026
Q1 		$4.45M Buy
88,726
+9,934
+13% +$460K 0.12% 169
2025
Q4 		$3.21M Buy
78,792
+22,793
+41% +$925K 0.09% 206
2025
Q3 		$2.46M Buy
55,999
+6,488
+13% +$281K 0.15% 133
2025
Q2 		$2.14M Buy
49,511
+26,017
+111% +$1.13M 0.14% 153
2025
Q1 		$1.07M Sell
23,494
-1,092
-4% -$45.5K 0.08% 194
2024
Q4 		$983K Sell
24,586
-3,851
-14% -$162K 0.07% 210
2024
Q3 		$1.28M Sell
28,437
-944
-3% -$39.4K 0.09% 199
2024
Q2 		$1.21M Sell
29,381
-1,210
-4% -$48.8K 0.09% 180
2024
Q1 		$1.28M Sell
30,591
-1,833
-6% -$73.9K 0.11% 164
2023
Q4 		$1.22M Sell
32,424
-5,965
-16% -$211K 0.09% 182
2023
Q3 		$1.31M Buy
38,389
+19,992
+109% +$676K 0.1% 171
2023
Q2 		$706K Buy
18,397
+8,126
+79% +$301K 0.08% 128
2023
Q1 		$399K Buy
+10,271
New +$405K 0.05% 146
2022
Q4 		– Sell
-10,872
Closed -$461K – 281
2022
Q3 		$461K Buy
10,872
+692
+7% +$30.8K 0.06% 191
2022
Q2 		$517K Buy
+10,180
New +$515K 0.07% 166

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

WCG Wealth Advisors increased its Verizon (VZ) stake by 9.5% in Q2 2026, buying an estimated $393K and bringing the position to 97,113 shares worth $4.11M. The position accounts for 0.1% of the portfolio, ranked #194.

WCG Wealth Advisors first reported a position in VZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.45M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • WCG Wealth Advisors held 97,113 shares of Verizon worth $4.11M as of Q2 2026.
  • WCG Wealth Advisors bought 8,387 Verizon shares in Q2 2026, an estimated $393K.
  • Verizon made up 0.1% of WCG Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • WCG Wealth Advisors first reported a position in Verizon in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Verizon position peaked at $4.45M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.