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Wealth Group’s Verizon VZ Stock Holding History

Wealth Group’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 		$537K Buy
+12,688
New +$595K 0.13% 79
2025
Q2 		– Sell
-14,336
Closed -$650K – 163
2025
Q1 		$650K Sell
14,336
-3,794
-21% -$158K 0.42% 54
2024
Q4 		$725K Sell
18,130
-3,171
-15% -$134K 0.47% 49
2024
Q3 		$957K Buy
21,301
+205
+1% +$8.56K 0.64% 39
2024
Q2 		$870K Sell
21,096
-827
-4% -$33.3K 0.62% 41
2024
Q1 		$920K Buy
+21,923
New +$884K 0.69% 40

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealth Group's VZ Position: Q2 2026 in Review

Wealth Group opened a new position in Verizon (VZ) in Q2 2026: 12,688 shares worth $537K. The stake represents 0.13% of the portfolio and ranks #79 among its holdings. This is a return to the name: Wealth Group previously reported a position in VZ as recently as Q1 2025.

Wealth Group first reported a position in VZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $957K in Q3 2024. 826 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wealth Group held 12,688 shares of Verizon worth $537K as of Q2 2026.
  • Verizon was a new Wealth Group position in Q2 2026.
  • Verizon made up 0.13% of Wealth Group's portfolio in Q2 2026, its #79 holding.
  • Wealth Group first reported a position in Verizon in Q1 2024 and has held it in 6 quarters since.
  • Wealth Group's Verizon position peaked at $957K in Q3 2024.
  • 826 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.