Wealthspire Advisors (New York)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10M | Buy |
236,380
+47,310
| +25% | +$2.22M | 0.06% | 174 |
|
|
2026
Q1 | $9.49M | Buy |
189,070
+37,975
| +25% | +$1.76M | 0.07% | 119 |
|
|
2025
Q4 | $6.15M | Buy |
151,095
+12,391
| +9% | +$503K | 0.05% | 145 |
|
|
2025
Q3 | $6.1M | Buy |
138,704
+3,747
| +3% | +$162K | 0.03% | 149 |
|
|
2025
Q2 | $5.84M | Buy |
134,957
+1,817
| +1% | +$78.7K | 0.03% | 148 |
|
|
2025
Q1 | $6.04M | Sell |
133,140
-1,049
| -0.8% | -$43.7K | 0.04% | 149 |
|
|
2024
Q4 | $5.37M | Sell |
134,189
-1,894
| -1% | -$79.9K | 0.05% | 142 |
|
|
2024
Q3 | $6.11M | Sell |
136,083
-3,399
| -2% | -$142K | 0.06% | 135 |
|
|
2024
Q2 | $5.75M | Buy |
139,482
+29,668
| +27% | +$1.2M | 0.07% | 107 |
|
|
2024
Q1 | $4.61M | Sell |
109,814
-41,599
| -27% | -$1.68M | 0.06% | 116 |
|
|
2023
Q4 | $5.71M | Sell |
151,413
-1,528
| -1% | -$54.1K | 0.08% | 107 |
|
|
2023
Q3 | $4.96M | Buy |
152,941
+24,859
| +19% | +$840K | 0.08% | 107 |
|
|
2023
Q2 | $4.76M | Sell |
128,082
-2,756
| -2% | -$102K | 0.08% | 99 |
|
|
2023
Q1 | $5.09M | Sell |
130,838
-26,259
| -17% | -$1.04M | 0.09% | 96 |
|
|
2022
Q4 | $6.19M | Sell |
157,097
-977
| -0.6% | -$36.8K | 0.11% | 87 |
|
|
2022
Q3 | $6M | Buy |
158,074
+11,340
| +8% | +$505K | 0.13% | 84 |
|
|
2022
Q2 | $7.45M | Buy |
146,734
+14,888
| +11% | +$753K | 0.16% | 70 |
|
|
2022
Q1 | $6.72M | Buy |
131,846
+15,206
| +13% | +$805K | 0.15% | 63 |
|
|
2021
Q4 | $6.06M | Sell |
116,640
-2,831
| -2% | -$148K | 0.13% | 75 |
|
|
2021
Q3 | $6.45M | Sell |
119,471
-20,530
| -15% | -$1.14M | 0.13% | 80 |
|
|
2021
Q2 | $7.84M | Sell |
140,001
-72,838
| -34% | -$4.18M | 0.21% | 56 |
|
|
2021
Q1 | $12.4M | Buy |
212,839
+21,921
| +11% | +$1.24M | 0.29% | 42 |
|
|
2020
Q4 | $11.2M | Buy |
190,918
+143,910
| +306% | +$8.55M | 0.33% | 41 |
|
|
2020
Q3 | $2.8M | Buy |
47,008
+2,520
| +6% | +$146K | 0.17% | 65 |
|
|
2020
Q2 | $2.45M | Sell |
44,488
-155,804
| -78% | -$8.76M | 0.17% | 58 |
|
|
2020
Q1 | $10.8M | Buy |
200,292
+171,871
| +605% | +$9.83M | 0.45% | 33 |
|
|
2019
Q4 | $1.75M | Buy |
28,421
+6,591
| +30% | +$398K | 0.13% | 47 |
|
|
2019
Q3 | $1.32M | Buy |
21,830
+11,022
| +102% | +$635K | 0.11% | 40 |
|
|
2019
Q2 | $617K | Buy |
10,808
+6,065
| +128% | +$349K | 0.05% | 43 |
|
|
2019
Q1 | $280K | Buy |
4,743
+200
| +4% | +$11.3K | 0.03% | 38 |
|
|
2018
Q4 | $255K | Buy |
+4,543
| New | +$258K | 0.02% | 59 |
|
Other funds holding VZ
Wealthspire Advisors (New York)'s VZ Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Verizon (VZ) stake by 25% in Q2 2026, buying an estimated $2.22M and bringing the position to 236,380 shares worth $10M. The position accounts for 0.06% of the portfolio, ranked #174.
Wealthspire Advisors (New York) first reported a position in VZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.4M in Q1 2021. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Wealthspire Advisors (New York) held 236,380 shares of Verizon worth $10M as of Q2 2026.
- Wealthspire Advisors (New York) bought 47,310 Verizon shares in Q2 2026, an estimated $2.22M.
- Verizon made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #174 holding.
- Wealthspire Advisors (New York) first reported a position in Verizon in Q4 2018 and has held it in 31 quarters since.
- Wealthspire Advisors (New York)'s Verizon position peaked at $12.4M in Q1 2021.
- 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.