WE
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Wealth Effects’s Verizon VZ Stock Holding History

Wealth Effects’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 		$1.35M Buy
31,935
+451
+1% +$21.2K 0.36% 54
2026
Q1 		$1.58M Sell
31,484
-4,033
-11% -$187K 0.56% 41
2025
Q4 		$1.45M Buy
35,517
+50
+0.1% +$2.03K 0.45% 39
2025
Q3 		$1.56M Sell
35,467
-75
-0.2% -$3.25K 0.5% 36
2025
Q2 		$1.54M Buy
35,542
+4,680
+15% +$203K 0.58% 34
2025
Q1 		$1.4M Sell
30,862
-5,383
-15% -$224K 0.59% 39
2024
Q4 		$1.45M Sell
36,245
-4,910
-12% -$207K 0.51% 41
2024
Q3 		$1.85M Sell
41,155
-410
-1% -$17.1K 0.65% 33
2024
Q2 		$1.71M Sell
41,565
-423
-1% -$17K 0.62% 33
2024
Q1 		$1.76M Sell
41,988
-2,994
-7% -$121K 0.65% 29
2023
Q4 		$1.7M Buy
44,982
+6,503
+17% +$230K 0.64% 29
2023
Q3 		$1.25M Sell
38,479
-3,333
-8% -$113K 0.62% 37
2023
Q2 		$1.56M Buy
41,812
+13,976
+50% +$517K 0.68% 29
2023
Q1 		$1.08M Buy
27,836
+1,290
+5% +$50.9K 0.55% 43
2022
Q4 		$1.05M Sell
26,546
-1,104
-4% -$41.6K 0.6% 37
2022
Q3 		$1.05M Buy
27,650
+684
+3% +$30.5K 0.64% 39
2022
Q2 		$1.37M Buy
26,966
+1,791
+7% +$90.6K 0.82% 30
2022
Q1 		$1.28M Buy
25,175
+878
+4% +$46.5K 0.6% 37
2021
Q4 		$1.26M Buy
+24,297
New +$1.27M 0.52% 45

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 $3.37T AUM 44.26% 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

Wealth Effects's VZ Position: Q2 2026 in Review

Wealth Effects increased its Verizon (VZ) stake by 1.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 31,935 shares worth $1.35M. The position accounts for 0.36% of the portfolio, ranked #54.

Wealth Effects first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q3 2024. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wealth Effects held 31,935 shares of Verizon worth $1.35M as of Q2 2026.
  • Wealth Effects bought 451 Verizon shares in Q2 2026, an estimated $21.2K.
  • Verizon made up 0.36% of Wealth Effects's portfolio in Q2 2026, its #54 holding.
  • Wealth Effects first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Verizon position peaked at $1.85M in Q3 2024.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.