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YHB Investment Advisors’s Verizon VZ Stock Holding History

YHB Investment Advisors’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 		$227K Buy
+5,354
New +$251K 0.01% 297
2025
Q3 		– Sell
-4,691
Closed -$202K – 310
2025
Q2 		$202K Sell
4,691
-533
-10% -$23.1K 0.02% 296
2025
Q1 		$237K Sell
5,224
-52
-1% -$2.17K 0.02% 264
2024
Q4 		$211K Sell
5,276
-150
-3% -$6.33K 0.02% 271
2024
Q3 		$244K Sell
5,426
-944
-15% -$39.4K 0.02% 257
2024
Q2 		$263K Sell
6,370
-261
-4% -$10.5K 0.02% 247
2024
Q1 		$278K Sell
6,631
-1,444
-18% -$58.2K 0.02% 239
2023
Q4 		$304K Sell
8,075
-13,098
-62% -$463K 0.03% 225
2023
Q3 		$742K Buy
21,173
+9,441
+80% +$319K 0.07% 155
2023
Q2 		$436K Sell
11,732
-148
-1% -$5.48K 0.04% 198
2023
Q1 		$462K Sell
11,880
-145
-1% -$5.72K 0.05% 195
2022
Q4 		$474K Sell
12,025
-265
-2% -$9.98K 0.05% 186
2022
Q3 		$467K Sell
12,290
-577
-4% -$25.7K 0.05% 193
2022
Q2 		$653K Sell
12,867
-441
-3% -$22.3K 0.07% 169
2022
Q1 		$678K Sell
13,308
-1,834
-12% -$97.2K 0.06% 178
2021
Q4 		$787K Sell
15,142
-646
-4% -$33.7K 0.06% 178
2021
Q3 		$853K Sell
15,788
-402
-2% -$22.2K 0.07% 172
2021
Q2 		$907K Sell
16,190
-1,208
-7% -$69.3K 0.08% 172
2021
Q1 		$1.01M Buy
17,398
+881
+5% +$49.7K 0.09% 165
2020
Q4 		$970K Buy
16,517
+1,415
+9% +$84K 0.09% 164
2020
Q3 		$898K Sell
15,102
-8,572
-36% -$498K 0.1% 160
2020
Q2 		$1.3M Buy
23,674
+1,937
+9% +$109K 0.19% 95
2020
Q1 		$1.17M Buy
21,737
+1,648
+8% +$94.3K 0.2% 94
2019
Q4 		$1.23M Sell
20,089
-872
-4% -$52.6K 0.18% 102
2019
Q3 		$1.26M Buy
20,961
+882
+4% +$50.8K 0.19% 98
2019
Q2 		$1.15M Sell
20,079
-37
-0.2% -$2.13K 0.18% 105
2019
Q1 		$1.19M Buy
20,116
+538
+3% +$30.5K 0.19% 109
2018
Q4 		$1.1M Buy
19,578
+3,724
+23% +$211K 0.2% 106
2018
Q3 		$846K Sell
15,854
-250
-2% -$13.2K 0.13% 126
2018
Q2 		$810K Buy
16,104
+61
+0.4% +$2.95K 0.13% 124
2018
Q1 		$767K Buy
16,043
+745
+5% +$37.4K 0.13% 122
2017
Q4 		$810K Sell
15,298
-513
-3% -$25.2K 0.14% 116
2017
Q3 		$782K Sell
15,811
-5,657
-26% -$266K 0.14% 116
2017
Q2 		$959K Buy
21,468
+1,909
+10% +$88.9K 0.16% 109
2017
Q1 		$898K Sell
19,559
-3,575
-15% -$179K 0.17% 108
2016
Q4 		$1.24M Sell
23,134
-160
-0.7% -$8K 0.26% 95
2016
Q3 		$1.21M Sell
23,294
-518
-2% -$27.8K 0.29% 91
2016
Q2 		$1.33M Buy
23,812
+4,240
+22% +$220K 0.29% 89
2016
Q1 		$1.06M Sell
19,572
-1,602
-8% -$80.1K 0.29% 86
2015
Q4 		$979K Sell
21,174
-1,010
-5% -$45.9K 0.22% 101
2015
Q3 		$965K Sell
22,184
-172
-0.8% -$7.94K 0.23% 100
2015
Q2 		$1.04M Sell
22,356
-2,753
-11% -$135K 0.23% 103
2015
Q1 		$1.22M Buy
25,109
+2,500
+11% +$121K 0.27% 95
2014
Q4 		$1.06M Buy
22,609
+270
+1% +$13.2K 0.24% 100
2014
Q3 		$1.12M Buy
22,339
+1,311
+6% +$65.2K 0.27% 94
2014
Q2 		$1.03M Buy
21,028
+1,251
+6% +$60.6K 0.25% 95
2014
Q1 		$941K Buy
19,777
+1,728
+10% +$81.7K 0.24% 98
2013
Q4 		$887K Sell
18,049
-200
-1% -$9.84K 0.24% 100
2013
Q3 		$852K Sell
18,249
-200
-1% -$9.76K 0.25% 100
2013
Q2 		$929K Buy
+18,449
New +$942K 0.29% 97

Other funds holding VZ

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YHB Investment Advisors's VZ Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in Verizon (VZ) in Q2 2026: 5,354 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in VZ as recently as Q2 2025.

YHB Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.33M in Q2 2016. 525 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • YHB Investment Advisors held 5,354 shares of Verizon worth $227K as of Q2 2026.
  • Verizon was a new YHB Investment Advisors position in Q2 2026.
  • Verizon made up 0.01% of YHB Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • YHB Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 50 quarters since.
  • YHB Investment Advisors's Verizon position peaked at $1.33M in Q2 2016.
  • 525 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.