Advus Financial Partners, LLC’s Verizon VZ Stock Holding History

Advus Financial Partners, LLC’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	$273K	Sell	6,437 -582	-8%	-$27.3K	0.06%	209
2026 Q1	$352K	Sell	7,019 -294	-4%	-$13.6K	0.09%	163
2025 Q4	$298K	Sell	7,313 -186	-2%	-$7.54K	0.07%	185
2025 Q3	$330K	Sell	7,499 -802	-10%	-$34.7K	0.08%	188
2025 Q2	$359K	Sell	8,301 -172	-2%	-$7.45K	0.09%	166
2025 Q1	$384K	Buy	8,473 +997	+13%	+$41.5K	0.11%	136
2024 Q4	$299K	Sell	7,476 -400	-5%	-$16.9K	0.08%	166
2024 Q3	$354K	Buy	7,876 +15	+0.2%	+$626	0.1%	136
2024 Q2	$324K	Sell	7,861 -2,217	-22%	-$89.4K	0.1%	132
2024 Q1	$423K	Buy	10,078 +2,082	+26%	+$84K	0.13%	106
2023 Q4	$301K	Buy	+7,996	New	+$283K	0.1%	134
2022 Q3	–	Sell	-5,798	Closed	-$294K	–	140
2022 Q2	$294K	Buy	5,798 +947	+20%	+$47.9K	0.16%	91
2022 Q1	$247K	Buy	+4,851	New	+$257K	0.13%	102
2021 Q3	$215K	Buy	+4,130	New	+$228K	0.12%	98

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

Advus Financial Partners, LLC's VZ Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Verizon (VZ) stake by 8.3% in Q2 2026, selling an estimated $27.3K and leaving 6,437 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #209.

Advus Financial Partners, LLC first reported a position in VZ in Q3 2021 and has held it in 14 quarters since. The position peaked at $423K in Q1 2024. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Advus Financial Partners, LLC held 6,437 shares of Verizon worth $273K as of Q2 2026.
Advus Financial Partners, LLC sold 582 Verizon shares in Q2 2026, an estimated $27.3K.
Verizon made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #209 holding.
Advus Financial Partners, LLC first reported a position in Verizon in Q3 2021 and has held it in 14 quarters since.
Advus Financial Partners, LLC's Verizon position peaked at $423K in Q1 2024.
3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.