Worth Asset Management’s Verizon VZ Stock Holding History

Worth Asset 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	–	Sell	-6,977	Closed	-$350K	–	244
2026 Q1	$350K	Buy	+6,977	New	+$323K	0.13%	136
2024 Q1	–	Sell	-51,628	Closed	-$1.95M	–	149
2023 Q4	$1.95M	Buy	+51,628	New	+$1.83M	1.39%	21
2023 Q3	–	Sell	-200	Closed	-$7.44K	–	426
2023 Q2	$7.44K	Hold	200	–	–	0.01%	333
2023 Q1	$7.78K	Hold	200	–	–	0.01%	341
2022 Q4	$7.88K	Hold	200	–	–	0.01%	323
2022 Q3	$8K	Sell	200 -1,004	-83%	-$44.7K	0.01%	305
2022 Q2	$61K	Hold	1,204	–	–	0.04%	173
2022 Q1	$58K	Buy	+1,204	New	+$63.8K	0.04%	196

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Worth Asset Management's VZ Position: Q2 2026 in Review

Worth Asset Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 6,977 shares — an estimated $350K sold.

Worth Asset Management first reported a position in VZ in Q1 2022 and held it in 8 quarters. The position peaked at $1.95M in Q4 2023. 790 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Worth Asset Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Worth Asset Management sold 6,977 Verizon shares in Q2 2026, an estimated $350K.
Worth Asset Management first reported a position in Verizon in Q1 2022 and held it in 8 quarters.
Worth Asset Management's Verizon position peaked at $1.95M in Q4 2023.
790 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.