Rothwell Investment Advisors, LLC’s Verizon VZ Stock Holding History

Rothwell Investment Advisors, 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 Q3	$21.2K	Buy	+461	New	+$21.7K	0.01%	612

Other funds holding VZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VZ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Verizon (VZ) in Q3 2026: 461 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings.

1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Rothwell Investment Advisors, LLC held 461 shares of Verizon worth $21.2K as of Q3 2026.
Verizon was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Verizon made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #612 holding.
1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.