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Wealth Enhancement Trust Services’s Verizon VZ Stock Holding History

Wealth Enhancement Trust 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 		$812K Buy
19,184
+2,497
+15% +$117K 0.09% 172
2026
Q1 		$838K Sell
16,687
-1,517
-8% -$70.3K 0.1% 167
2025
Q4 		$741K Buy
+18,204
New +$738K 0.09% 167

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Verizon (VZ) stake by 15% in Q2 2026, buying an estimated $117K and bringing the position to 19,184 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #172.

Wealth Enhancement Trust Services first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $838K in Q1 2026. 2,523 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 19,184 shares of Verizon worth $812K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,497 Verizon shares in Q2 2026, an estimated $117K.
  • Verizon made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #172 holding.
  • Wealth Enhancement Trust Services first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Verizon position peaked at $838K in Q1 2026.
  • 2,523 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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