Winthrop Partners - WNY’s Verizon VZ Stock Holding History

Winthrop Partners - WNY’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	$1.11M	Buy	26,183 +393	+2%	+$18.4K	0.55%	42
2026 Q1	$1.29M	Sell	25,790 -139	-0.5%	-$6.44K	0.69%	38
2025 Q4	$1.06M	Buy	+25,929	New	+$1.05M	0.57%	44
2019 Q3	$4.02M	Buy	66,584 +4,747	+8%	+$273K	2.72%	4
2019 Q2	$3.53M	Buy	61,837 +1,355	+2%	+$78.1K	2.65%	6
2019 Q1	$3.57M	Buy	60,482 +5,788	+11%	+$328K	2.79%	6
2018 Q4	$3.07M	Buy	54,694 +872	+2%	+$49.5K	2.87%	7
2018 Q3	$2.87M	Buy	53,822 +3,745	+7%	+$198K	2.32%	7
2018 Q2	$2.52M	Buy	50,077 +1,905	+4%	+$92.2K	2.1%	7
2018 Q1	$2.26M	Buy	48,172 +102	+0.2%	+$5.13K	1.74%	14
2017 Q4	$2.36M	Buy	+48,070	New	+$2.36M	1.92%	14

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Winthrop Partners - WNY's VZ Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Verizon (VZ) stake by 1.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 26,183 shares worth $1.11M. The position accounts for 0.55% of the portfolio, ranked #42.

Winthrop Partners - WNY first reported a position in VZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $4.02M in Q3 2019. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Winthrop Partners - WNY held 26,183 shares of Verizon worth $1.11M as of Q2 2026.
Winthrop Partners - WNY bought 393 Verizon shares in Q2 2026, an estimated $18.4K.
Verizon made up 0.55% of Winthrop Partners - WNY's portfolio in Q2 2026, its #42 holding.
Winthrop Partners - WNY first reported a position in Verizon in Q4 2017 and has held it in 11 quarters since.
Winthrop Partners - WNY's Verizon position peaked at $4.02M in Q3 2019.
1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.