Zinnia Wealth Advisory’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$344K Buy
8,125
+108
+1% +$5.07K 0.35% 63
2026
Q1
$402K Buy
8,017
+502
+7% +$23.3K 0.45% 49
2025
Q4
$306K Buy
+7,515
New +$305K 0.33% 70

Other funds holding VZ

Zinnia Wealth Advisory's VZ Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Verizon (VZ) stake by 1.3% in Q2 2026, buying an estimated $5.07K and bringing the position to 8,125 shares worth $344K. The position accounts for 0.35% of the portfolio, ranked #63.

Zinnia Wealth Advisory first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q1 2026. 3,141 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Zinnia Wealth Advisory held 8,125 shares of Verizon worth $344K as of Q2 2026.
  • Zinnia Wealth Advisory bought 108 Verizon shares in Q2 2026, an estimated $5.07K.
  • Verizon made up 0.35% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #63 holding.
  • Zinnia Wealth Advisory first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Verizon position peaked at $402K in Q1 2026.
  • 3,141 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.