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Accredited Wealth Management’s Verizon VZ Stock Holding History

Accredited Wealth 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
2025
Q3 		$61.9K Sell
175
-1,430
-89% -$61.9K 0.05% 130
2025
Q2 		$69.5K Sell
1,605
-229
-12% -$9.92K 0.06% 115
2025
Q1 		$83.2K Sell
1,834
-432
-19% -$18K 0.07% 101
2024
Q4 		$90.6K Buy
+2,266
New +$95.6K 0.08% 105

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accredited Wealth Management's VZ Position: Q3 2025 in Review

Accredited Wealth Management reduced its Verizon (VZ) stake by 89% in Q3 2025, selling an estimated $61.9K and leaving 175 shares worth $61.9K. The position accounts for 0.05% of the portfolio, ranked #130.

Accredited Wealth Management first reported a position in VZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $90.6K in Q4 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Accredited Wealth Management held 175 shares of Verizon worth $61.9K as of Q3 2025.
  • Accredited Wealth Management sold 1,430 Verizon shares in Q3 2025, an estimated $61.9K.
  • Verizon made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #130 holding.
  • Accredited Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Verizon position peaked at $90.6K in Q4 2024.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.