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WealthPoint Financial’s Verizon VZ Stock Holding History

WealthPoint Financial’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 		$280K Buy
6,619
+390
+6% +$18.3K 0.2% 105
2026
Q1 		$313K Sell
6,229
-1,239
-17% -$57.4K 0.26% 93
2025
Q4 		$304K Buy
+7,468
New +$303K 0.26% 88

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

WealthPoint Financial's VZ Position: Q2 2026 in Review

WealthPoint Financial increased its Verizon (VZ) stake by 6.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 6,619 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #105.

WealthPoint Financial first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $313K in Q1 2026. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • WealthPoint Financial held 6,619 shares of Verizon worth $280K as of Q2 2026.
  • WealthPoint Financial bought 390 Verizon shares in Q2 2026, an estimated $18.3K.
  • Verizon made up 0.2% of WealthPoint Financial's portfolio in Q2 2026, its #105 holding.
  • WealthPoint Financial first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's Verizon position peaked at $313K in Q1 2026.
  • 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.