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Whipplewood Advisors’s Verizon VZ Stock Holding History

Whipplewood 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 		$635 Sell
15
-2,776
-99% -$130K ﹤0.01% 590
2026
Q1 		$140K Buy
2,791
+375
+16% +$17.4K 0.07% 160
2025
Q4 		$98.4K Buy
2,416
+16
+0.7% +$649 0.06% 159
2025
Q3 		$105K Sell
2,400
-511
-18% -$22.1K 0.07% 154
2025
Q2 		$126K Sell
2,911
-40
-1% -$1.73K 0.07% 211
2025
Q1 		$131K Sell
2,951
-80
-3% -$3.33K 0.08% 194
2024
Q4 		$121K Buy
+3,031
New +$128K 0.07% 211

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

Whipplewood Advisors's VZ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Verizon (VZ) stake by 99% in Q2 2026, selling an estimated $130K and leaving 15 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Whipplewood Advisors first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $140K in Q1 2026. 1,675 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Whipplewood Advisors held 15 shares of Verizon worth $635 as of Q2 2026.
  • Whipplewood Advisors sold 2,776 Verizon shares in Q2 2026, an estimated $130K.
  • Verizon made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #590 holding.
  • Whipplewood Advisors first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Verizon position peaked at $140K in Q1 2026.
  • 1,675 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.