Wealth Enhancement Advisory Services
VZ icon

Wealth Enhancement Advisory Services’s Verizon VZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$135M Buy
3,715,372
+883,615
+31% +$41.5M 0.23% 75
2026
Q1 		$115M Buy
2,831,757
+693,039
+32% +$32.1M 0.23% 78
2025
Q4 		$86.2M Buy
2,138,718
+147,134
+7% +$5.97M 0.12% 161
2025
Q3 		$82.5M Buy
1,991,584
+210,698
+12% +$9.12M 0.12% 158
2025
Q2 		$77.6M Buy
1,780,886
+139,796
+9% +$6.05M 0.13% 159
2025
Q1 		$74.4M Buy
1,641,090
+313,457
+24% +$13M 0.14% 143
2024
Q4 		$53.1M Buy
1,327,633
+276,891
+26% +$11.7M 0.1% 192
2024
Q3 		$47.2M Buy
1,050,742
+188,307
+22% +$7.86M 0.1% 198
2024
Q2 		$35.6M Buy
862,435
+68,840
+9% +$2.77M 0.08% 223
2024
Q1 		$33.3M Buy
793,595
+54,635
+7% +$2.2M 0.09% 227
2023
Q4 		$27.9M Sell
738,960
-14,118
-2% -$500K 0.08% 233
2023
Q3 		$24.4M Buy
753,078
+459,410
+156% +$15.5M 0.08% 241
2023
Q2 		$10.9M Sell
293,668
-29,938
-9% -$1.11M 0.12% 85
2023
Q1 		$12.6M Buy
323,606
+84,074
+35% +$3.32M 0.15% 74
2022
Q4 		$9.83M Buy
+239,532
New +$9.03M 0.13% 84
2021
Q3 		– Sell
-93,628
Closed -$5.29M – 345
2021
Q2 		$5.29M Buy
+93,628
New +$5.37M 0.09% 98
2020
Q3 		– Sell
-29,567
Closed -$1.65M – 246
2020
Q2 		$1.65M Sell
29,567
-40,245
-58% -$2.26M 0.05% 133
2020
Q1 		$4.04M Buy
+69,812
New +$3.99M 0.14% 70
2019
Q3 		– Sell
-35,563
Closed -$2.04M – 243
2019
Q2 		$2.04M Sell
35,563
-12,624
-26% -$727K 0.09% 95
2019
Q1 		$2.75M Buy
+48,187
New +$2.73M 0.16% 58
2018
Q4 		– Sell
-56,985
Closed -$3.27M – 211
2018
Q3 		$3.27M Buy
56,985
+20,188
+55% +$1.07M 0.2% 41
2018
Q2 		$1.87M Buy
36,797
+4,620
+14% +$224K 0.12% 72
2018
Q1 		$1.54M Buy
+32,177
New +$1.62M 0.1% 78
2017
Q2 		– Sell
-17,907
Closed -$876K – 190
2017
Q1 		$876K Buy
+17,907
New +$898K 0.09% 93
2016
Q4 		– Sell
-49,796
Closed -$2.5M – 187
2016
Q3 		$2.5M Buy
+49,796
New +$2.67M 0.37% 44

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's VZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Verizon (VZ) stake by 31% in Q2 2026, buying an estimated $41.5M and bringing the position to 3,715,372 shares worth $135M. The position accounts for 0.23% of the portfolio, ranked #75.

Wealth Enhancement Advisory Services first reported a position in VZ in Q3 2016 and has held it in 25 quarters since. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,715,372 shares of Verizon worth $135M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 883,615 Verizon shares in Q2 2026, an estimated $41.5M.
  • Verizon made up 0.23% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #75 holding.
  • Wealth Enhancement Advisory Services first reported a position in Verizon in Q3 2016 and has held it in 25 quarters since.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.