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Wealth Preservation Advisors’s Verizon VZ Stock Holding History

Wealth Preservation 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 		– Sell
-650
Closed -$32.6K – 934
2026
Q1 		$32.6K Sell
650
-2,039
-76% -$94.5K 0.03% 239
2025
Q4 		$110K Hold
2,689
– – 0.06% 130
2025
Q3 		$118K Buy
2,689
+511
+23% +$22.1K 0.07% 117
2025
Q2 		$94.2K Sell
2,178
-460
-17% -$19.9K 0.06% 139
2025
Q1 		$120K Buy
+2,638
New +$110K 0.09% 112

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 Preservation Advisors's VZ Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 650 shares — an estimated $32.6K sold.

Wealth Preservation Advisors first reported a position in VZ in Q1 2025 and held it in 5 quarters. The position peaked at $120K in Q1 2025. 3,155 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 650 Verizon shares in Q2 2026, an estimated $32.6K.
  • Wealth Preservation Advisors first reported a position in Verizon in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Verizon position peaked at $120K in Q1 2025.
  • 3,155 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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