Werba Rubin Papier Wealth Management’s Verizon VZ Stock Holding History

Werba Rubin Papier Wealth Management’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	$337K	Sell	7,959 -969	-11%	-$45.5K	0.04%	201
2026 Q1	$448K	Buy	8,928 +375	+4%	+$17.4K	0.06%	150
2025 Q4	$348K	Buy	8,553 +960	+13%	+$38.9K	0.09%	140
2025 Q3	$334K	Sell	7,593 -1,104	-13%	-$47.8K	0.05%	156
2025 Q2	$376K	Sell	8,697 -1,498	-15%	-$64.9K	0.07%	133
2025 Q1	$462K	Sell	10,195 -813	-7%	-$33.8K	0.1%	106
2024 Q4	$440K	Buy	11,008 +15	+0.1%	+$633	0.1%	109
2024 Q3	$494K	Buy	10,993 +1,372	+14%	+$57.3K	0.12%	103
2024 Q2	$397K	Buy	+9,621	New	+$388K	0.11%	104
2023 Q4	–	Sell	-6,890	Closed	-$223K	–	128
2023 Q3	$223K	Sell	6,890 -502	-7%	-$17K	0.08%	104
2023 Q2	$275K	Buy	+7,392	New	+$274K	0.1%	90

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Werba Rubin Papier Wealth Management's VZ Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Verizon (VZ) stake by 11% in Q2 2026, selling an estimated $45.5K and leaving 7,959 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #201.

Werba Rubin Papier Wealth Management first reported a position in VZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $494K in Q3 2024. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Werba Rubin Papier Wealth Management held 7,959 shares of Verizon worth $337K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 969 Verizon shares in Q2 2026, an estimated $45.5K.
Verizon made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #201 holding.
Werba Rubin Papier Wealth Management first reported a position in Verizon in Q2 2023 and has held it in 11 quarters since.
Werba Rubin Papier Wealth Management's Verizon position peaked at $494K in Q3 2024.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.