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Wolff Financial Management’s Verizon VZ Stock Holding History

Wolff Financial Management’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 		$992K Buy
23,440
+8
+0% +$375 0.2% 49
2026
Q1 		$1.18M Buy
23,432
+9
+0% +$417 0.26% 38
2025
Q4 		$954K Buy
23,423
+9
+0% +$365 0.21% 43
2025
Q3 		$1.03M Sell
23,414
-3,241
-12% -$140K 0.24% 40
2025
Q2 		$1.15M Sell
26,655
-1,685
-6% -$73K 0.3% 35
2025
Q1 		$1.28M Buy
28,340
+9
+0% +$375 0.36% 34
2024
Q4 		$1.13M Buy
28,331
+8
+0% +$337 0.31% 38
2024
Q3 		$1.27M Buy
28,323
+8
+0% +$334 0.35% 37
2024
Q2 		$1.17M Buy
28,315
+3,204
+13% +$129K 0.86% 13
2024
Q1 		$1.05M Buy
25,111
+7
+0% +$282 0.31% 41
2023
Q4 		$946K Buy
25,104
+1,139
+5% +$40.3K 0.29% 46
2023
Q3 		$777K Buy
23,965
+9
+0% +$304 0.27% 46
2023
Q2 		$891K Sell
23,956
-439
-2% -$16.2K 0.78% 16
2023
Q1 		$949K Buy
24,395
+6
+0% +$237 0.33% 44
2022
Q4 		$961K Buy
24,389
+8
+0% +$301 0.36% 43
2022
Q3 		$925K Buy
24,381
+433
+2% +$19.3K 0.42% 44
2022
Q2 		$1.22M Hold
23,948
– – 0.54% 37
2022
Q1 		$1.22M Hold
23,948
– – 0.48% 40
2021
Q4 		$1.24M Hold
23,948
– – 0.47% 40
2021
Q3 		$1.29M Buy
+23,948
New +$1.32M 1.12% 14
2021
Q1 		$1.11M Buy
19,089
+4,516
+31% +$255K 0.51% 38
2020
Q4 		$856K Sell
14,573
-492
-3% -$29.2K 0.45% 40
2020
Q3 		$896K Sell
15,065
-85
-0.6% -$4.94K 0.53% 39
2020
Q2 		$835K Buy
15,150
+1
+0% +$56 0.53% 36
2020
Q1 		$814K Buy
15,149
+1,913
+14% +$109K 0.61% 34
2019
Q4 		$813K Buy
13,236
+1
+0% +$60 0.54% 35
2019
Q3 		$799K Buy
13,235
+1
+0% +$58 0.58% 34
2019
Q2 		$756K Hold
13,234
– – 0.58% 35
2019
Q1 		$783K Buy
13,234
+1
+0% +$57 0.65% 35
2018
Q4 		$744K Buy
+13,233
New +$751K 0.72% 29

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wolff Financial Management's VZ Position: Q2 2026 in Review

Wolff Financial Management increased its Verizon (VZ) stake by 0.03% in Q2 2026, buying an estimated $375 and bringing the position to 23,440 shares worth $992K. The position accounts for 0.2% of the portfolio, ranked #49.

Wolff Financial Management first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.29M in Q3 2021. 1,773 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wolff Financial Management held 23,440 shares of Verizon worth $992K as of Q2 2026.
  • Wolff Financial Management bought 8 Verizon shares in Q2 2026, an estimated $375.
  • Verizon made up 0.2% of Wolff Financial Management's portfolio in Q2 2026, its #49 holding.
  • Wolff Financial Management first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's Verizon position peaked at $1.29M in Q3 2021.
  • 1,773 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.