Wealthcare Advisory Partners’s Verizon VZ Stock Holding History

Wealthcare Advisory Partners’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	$3.23M	Sell	76,353 -13,215	-15%	-$620K	0.06%	253
2026 Q1	$4.5M	Buy	89,568 +12,880	+17%	+$597K	0.09%	199
2025 Q4	$3.12M	Sell	76,688 -8,948	-10%	-$363K	0.06%	261
2025 Q3	$3.76M	Buy	85,636 +463	+0.5%	+$20K	0.08%	209
2025 Q2	$3.69M	Sell	85,173 -6,879	-7%	-$298K	0.08%	196
2025 Q1	$4.18M	Sell	92,052 -2,942	-3%	-$122K	0.11%	158
2024 Q4	$3.8M	Sell	94,994 -6,710	-7%	-$283K	0.11%	166
2024 Q3	$4.57M	Buy	101,704 +24,682	+32%	+$1.03M	0.13%	140
2024 Q2	$3.18M	Sell	77,022 -9,347	-11%	-$377K	0.1%	164
2024 Q1	$3.62M	Buy	86,369 +4,506	+6%	+$182K	0.12%	144
2023 Q4	$3.09M	Buy	81,863 +5,775	+8%	+$204K	0.12%	139
2023 Q3	$2.47M	Sell	76,088 -39,058	-34%	-$1.32M	0.11%	150
2023 Q2	$4.28M	Buy	115,146 +34,166	+42%	+$1.26M	0.19%	94
2023 Q1	$3.15M	Buy	80,980 +3,876	+5%	+$153K	0.14%	132
2022 Q4	$3.04M	Buy	77,104 +8,128	+12%	+$306K	0.15%	121
2022 Q3	$2.62M	Sell	68,976 -2,814	-4%	-$125K	0.15%	116
2022 Q2	$3.64M	Sell	71,790 -4,072	-5%	-$206K	0.22%	75
2022 Q1	$3.86M	Buy	75,862 +3,135	+4%	+$166K	0.23%	57
2021 Q4	$3.78M	Buy	72,727 +6,295	+9%	+$328K	0.23%	62
2021 Q3	$3.59M	Sell	66,432 -1,053	-2%	-$58.2K	0.23%	65
2021 Q2	$3.78M	Buy	67,485 +752	+1%	+$43.2K	0.25%	59
2021 Q1	$3.88M	Buy	66,733 +9,565	+17%	+$540K	0.28%	50
2020 Q4	$3.36M	Buy	57,168 +5,450	+11%	+$324K	0.3%	45
2020 Q3	$3.08M	Buy	51,718 +4,027	+8%	+$234K	0.34%	38
2020 Q2	$2.63M	Buy	47,691 +2,913	+7%	+$164K	0.33%	38
2020 Q1	$2.41M	Buy	44,778 +10,136	+29%	+$580K	0.35%	36
2019 Q4	$2.13M	Sell	34,642 -4,397	-11%	-$265K	0.27%	46
2019 Q3	$2.36M	Buy	39,039 +157	+0.4%	+$9.04K	0.34%	39
2019 Q2	$2.22M	Sell	38,882 -1,255	-3%	-$72.3K	0.35%	38
2019 Q1	$2.37M	Buy	40,137 +1,299	+3%	+$73.6K	0.4%	36
2018 Q4	$2.18M	Sell	38,838 -421	-1%	-$23.9K	0.42%	36
2018 Q3	$2.1M	Sell	39,259 -521	-1%	-$27.6K	0.38%	36
2018 Q2	$2M	Buy	39,780 +4,341	+12%	+$210K	0.39%	37
2018 Q1	$1.7M	Buy	35,439 +1,229	+4%	+$61.8K	0.38%	40
2017 Q4	$1.81M	Buy	34,210 +6,207	+22%	+$305K	0.47%	29
2017 Q3	$1.39M	Buy	28,003 +27,617	+7,155%	+$1.3M	0.41%	32
2017 Q2	$17K	Hold	386	–	–	0.01%	72
2017 Q1	$19K	Hold	386	–	–	0.01%	66
2016 Q4	$21K	Hold	386	–	–	0.01%	67
2016 Q3	$20K	Sell	386 -824	-68%	-$44.2K	0.01%	56
2016 Q2	$68K	Buy	+1,210	New	+$62.8K	0.05%	46

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealthcare Advisory Partners's VZ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Verizon (VZ) stake by 15% in Q2 2026, selling an estimated $620K and leaving 76,353 shares worth $3.23M. The position accounts for 0.06% of the portfolio, ranked #253.

Wealthcare Advisory Partners first reported a position in VZ in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.57M in Q3 2024. 1,701 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Wealthcare Advisory Partners held 76,353 shares of Verizon worth $3.23M as of Q2 2026.
Wealthcare Advisory Partners sold 13,215 Verizon shares in Q2 2026, an estimated $620K.
Verizon made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #253 holding.
Wealthcare Advisory Partners first reported a position in Verizon in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Verizon position peaked at $4.57M in Q3 2024.
1,701 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.