Wescott Financial Advisory Group’s Verizon VZ Stock Holding History

Wescott Financial Advisory Group’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	$264K	Sell	6,237 -3,280	-34%	-$154K	0.02%	174
2026 Q1	$478K	Buy	9,517 +3,150	+49%	+$146K	0.04%	129
2025 Q4	$259K	Buy	6,367 +610	+11%	+$24.7K	0.02%	165
2025 Q3	$253K	Buy	5,757 +183	+3%	+$7.92K	0.02%	157
2025 Q2	$241K	Sell	5,574 -233	-4%	-$10.1K	0.02%	157
2025 Q1	$263K	Buy	5,807 +324	+6%	+$13.5K	0.03%	149
2024 Q4	$219K	Buy	+5,483	New	+$231K	0.02%	164
2023 Q1	–	Sell	-5,306	Closed	-$209K	–	166
2022 Q4	$209K	Buy	+5,306	New	+$200K	0.05%	142
2022 Q3	–	Sell	-4,065	Closed	-$206K	–	144
2022 Q2	$206K	Buy	+4,065	New	+$206K	0.06%	122

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wescott Financial Advisory Group's VZ Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Verizon (VZ) stake by 34% in Q2 2026, selling an estimated $154K and leaving 6,237 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #174.

Wescott Financial Advisory Group first reported a position in VZ in Q2 2022 and has held it in 9 quarters since. The position peaked at $478K in Q1 2026. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Wescott Financial Advisory Group held 6,237 shares of Verizon worth $264K as of Q2 2026.
Wescott Financial Advisory Group sold 3,280 Verizon shares in Q2 2026, an estimated $154K.
Verizon made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #174 holding.
Wescott Financial Advisory Group first reported a position in Verizon in Q2 2022 and has held it in 9 quarters since.
Wescott Financial Advisory Group's Verizon position peaked at $478K in Q1 2026.
3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.