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WestHill Financial Advisors’s Verizon VZ Stock Holding History

WestHill Financial Advisors’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 		– Sell
-4,048
Closed -$203K – 84
2026
Q1 		$203K Buy
+4,048
New +$188K 0.04% 74
2025
Q1 		– Sell
-5,248
Closed -$210K – 81
2024
Q4 		$210K Buy
5,248
+100
+2% +$4.22K 0.05% 72
2024
Q3 		$231K Sell
5,148
-1,304
-20% -$54.4K 0.05% 67
2024
Q2 		$266K Sell
6,452
-504
-7% -$20.3K 0.06% 59
2024
Q1 		$292K Sell
6,956
-412
-6% -$16.6K 0.07% 60
2023
Q4 		$278K Buy
7,368
+160
+2% +$5.66K 0.07% 55
2023
Q3 		$234K Sell
7,208
-332
-4% -$11.2K 0.07% 57
2023
Q2 		$280K Buy
7,540
+14
+0.2% +$518 0.08% 45
2023
Q1 		$293K Sell
7,526
-793
-10% -$31.3K 0.09% 44
2022
Q4 		$328K Sell
8,319
-790
-9% -$29.8K 0.1% 46
2022
Q3 		$346K Hold
9,109
– – 0.12% 40
2022
Q2 		$462K Buy
9,109
+212
+2% +$10.7K 0.15% 36
2022
Q1 		$453K Buy
8,897
+1,647
+23% +$87.2K 0.13% 38
2021
Q4 		$377K Buy
7,250
+1,200
+20% +$62.6K 0.11% 42
2021
Q3 		$327K Buy
+6,050
New +$335K 0.1% 41
2021
Q1 		$389K Hold
6,688
– – 0.14% 34
2020
Q4 		$393K Buy
+6,688
New +$397K 0.15% 31

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WestHill Financial Advisors's VZ Position: Q2 2026 in Review

WestHill Financial Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,048 shares — an estimated $203K sold.

WestHill Financial Advisors first reported a position in VZ in Q4 2020 and held it in 17 quarters. The position peaked at $462K in Q2 2022. 1,636 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • WestHill Financial Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • WestHill Financial Advisors sold 4,048 Verizon shares in Q2 2026, an estimated $203K.
  • WestHill Financial Advisors first reported a position in Verizon in Q4 2020 and held it in 17 quarters.
  • WestHill Financial Advisors's Verizon position peaked at $462K in Q2 2022.
  • 1,636 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.