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Wealthquest’s Verizon VZ Stock Holding History

Wealthquest’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 		$274K Buy
6,465
+1,057
+20% +$49.6K 0.02% 144
2026
Q1 		$271K Buy
+5,408
New +$251K 0.02% 120
2025
Q3 		– Sell
-5,312
Closed -$230K – 131
2025
Q2 		$230K Buy
5,312
+378
+8% +$16.4K 0.02% 125
2025
Q1 		$224K Buy
+4,934
New +$205K 0.02% 123
2024
Q4 		– Sell
-4,908
Closed -$222K – 135
2024
Q3 		$222K Sell
4,908
-5,958
-55% -$249K 0.02% 119
2024
Q2 		$448K Sell
10,866
-1,911
-15% -$77K 0.05% 77
2024
Q1 		$536K Sell
12,777
-623
-5% -$25.1K 0.06% 69
2023
Q4 		$505K Sell
13,400
-1,144
-8% -$40.5K 0.06% 75
2023
Q3 		$471K Buy
14,544
+6,342
+77% +$214K 0.06% 77
2023
Q2 		$305K Buy
+8,202
New +$304K 0.04% 96
2022
Q2 		– Sell
-4,939
Closed -$256K – 148
2022
Q1 		$256K Hold
4,939
– – 0.04% 123
2021
Q4 		$256K Hold
4,939
– – 0.04% 123
2021
Q3 		$266K Buy
4,939
+695
+16% +$38.4K 0.04% 111
2021
Q2 		$237K Sell
4,244
-10
-0.2% -$574 0.04% 126
2021
Q1 		$247K Sell
4,254
-413
-9% -$23.3K 0.05% 120
2020
Q4 		$274K Buy
4,667
+655
+16% +$38.9K 0.06% 105
2020
Q3 		$238K Sell
4,012
-449
-10% -$26.1K 0.06% 97
2020
Q2 		$221K Buy
+4,461
New +$251K 0.06% 98
2019
Q4 		$281K Buy
4,582
+383
+9% +$23.1K 0.08% 108
2019
Q3 		$253K Sell
4,199
-1,547
-27% -$89.1K 0.08% 112
2019
Q2 		$328K Hold
5,746
– – 0.12% 96
2019
Q1 		$339K Sell
5,746
-38
-0.7% -$2.15K 0.13% 89
2018
Q4 		$325K Buy
+5,784
New +$328K 0.13% 93
2015
Q3 		$255K Sell
5,860
-2,522
-30% -$116K 0.46% 33
2015
Q2 		$391K Hold
8,382
– – 0.57% 23
2015
Q1 		$408K Hold
8,382
– – 0.59% 22
2014
Q4 		$392K Buy
+8,382
New +$410K 0.4% 25

Other funds holding VZ

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealthquest's VZ Position: Q2 2026 in Review

Wealthquest increased its Verizon (VZ) stake by 20% in Q2 2026, buying an estimated $49.6K and bringing the position to 6,465 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #144.

Wealthquest first reported a position in VZ in Q4 2014 and has held it in 27 quarters since. The position peaked at $536K in Q1 2024. 1,117 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wealthquest held 6,465 shares of Verizon worth $274K as of Q2 2026.
  • Wealthquest bought 1,057 Verizon shares in Q2 2026, an estimated $49.6K.
  • Verizon made up 0.02% of Wealthquest's portfolio in Q2 2026, its #144 holding.
  • Wealthquest first reported a position in Verizon in Q4 2014 and has held it in 27 quarters since.
  • Wealthquest's Verizon position peaked at $536K in Q1 2024.
  • 1,117 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.