Windsor Advisory Group’s Verizon VZ Stock Holding History

Windsor 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	$1.55M	Buy	36,623 +1,851	+5%	+$86.8K	1.13%	19
2026 Q1	$1.75M	Buy	34,772 +821	+2%	+$38K	1.46%	14
2025 Q4	$1.38M	Hold	33,951	–	–	1.23%	14
2025 Q3	$1.49M	Buy	33,951 +26,713	+369%	+$1.16M	1.32%	14
2025 Q2	$313K	Buy	7,238 +238	+3%	+$10.3K	0.44%	30
2025 Q1	$318K	Sell	7,000 -2,149	-23%	-$89.5K	0.41%	31
2024 Q4	$366K	Sell	9,149 -30,002	-77%	-$1.27M	0.43%	38
2024 Q3	$1.76M	Buy	39,151 +27,151	+226%	+$1.13M	1.98%	9
2024 Q2	$495K	Sell	12,000 -524	-4%	-$21.1K	0.99%	20
2024 Q1	$526K	Buy	12,524 +524	+4%	+$21.1K	1.48%	18
2023 Q4	$452K	Sell	12,000 -8,343	-41%	-$295K	1.35%	23
2023 Q3	$659K	Buy	20,343 +1,843	+10%	+$62.3K	1.57%	16
2023 Q2	$688K	Hold	18,500	–	–	1.7%	15
2023 Q1	$719K	Sell	18,500 -715	-4%	-$28.2K	1.72%	15
2022 Q4	$757K	Buy	+19,215	New	+$724K	2.01%	13

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

Windsor Advisory Group's VZ Position: Q2 2026 in Review

Windsor Advisory Group increased its Verizon (VZ) stake by 5.3% in Q2 2026, buying an estimated $86.8K and bringing the position to 36,623 shares worth $1.55M. The position accounts for 1.13% of the portfolio, ranked #19.

Windsor Advisory Group first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2024. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Windsor Advisory Group held 36,623 shares of Verizon worth $1.55M as of Q2 2026.
Windsor Advisory Group bought 1,851 Verizon shares in Q2 2026, an estimated $86.8K.
Verizon made up 1.13% of Windsor Advisory Group's portfolio in Q2 2026, its #19 holding.
Windsor Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
Windsor Advisory Group's Verizon position peaked at $1.76M in Q3 2024.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.