Accurate Wealth Management
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Accurate Wealth Management’s Verizon VZ Stock Holding History

Accurate 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
2026
Q3 		$3.06M Buy
70,262
+15,228
+28% +$716K 0.26% 80
2026
Q2 		$2.32M Buy
55,034
+6,888
+14% +$323K 0.22% 102
2026
Q1 		$2.22M Buy
48,146
+6,638
+16% +$308K 0.27% 89
2025
Q4 		$1.68M Sell
41,508
-1,163
-3% -$47.2K 0.21% 117
2025
Q3 		$1.73M Buy
42,671
+1,982
+5% +$85.8K 0.23% 106
2025
Q2 		$1.71M Buy
40,689
+1,583
+4% +$68.6K 0.26% 99
2025
Q1 		$1.71M Buy
39,106
+1,951
+5% +$81.2K 0.33% 78
2024
Q4 		$1.41M Sell
37,155
-1,096
-3% -$46.2K 0.27% 88
2024
Q3 		$1.67M Sell
38,251
-273
-0.7% -$11.4K 0.34% 77
2024
Q2 		$1.57M Buy
38,524
+4,749
+14% +$191K 0.38% 69
2024
Q1 		$1.37M Buy
33,775
+58
+0.2% +$2.34K 0.4% 71
2023
Q4 		$1.28M Sell
33,717
-2,380
-7% -$84.2K 0.4% 70
2023
Q3 		$1.14M Buy
36,097
+181
+0.5% +$6.12K 0.36% 70
2023
Q2 		$1.22M Buy
35,916
+559
+2% +$20.7K 0.38% 62
2023
Q1 		$1.39M Buy
35,357
+8,453
+31% +$333K 0.48% 54
2022
Q4 		$1.13M Buy
26,904
+2,352
+10% +$88.6K 0.42% 53
2022
Q3 		$1.04M Sell
24,552
-30,254
-55% -$1.35M 0.43% 53
2022
Q2 		$2.78M Buy
54,806
+3,970
+8% +$201K 1.51% 10
2022
Q1 		$2.59M Buy
50,836
+33,957
+201% +$1.8M 1.16% 11
2021
Q4 		$934K Sell
16,879
-367
-2% -$19.1K 0.76% 28
2021
Q3 		$977K Sell
17,246
-3,496
-17% -$193K 0.85% 26
2021
Q2 		$1.16M Buy
+20,742
New +$1.19M 1.02% 12

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Accurate Wealth Management's VZ Position: Q3 2026 in Review

Accurate Wealth Management increased its Verizon (VZ) stake by 28% in Q3 2026, buying an estimated $716K and bringing the position to 70,262 shares worth $3.06M. The position accounts for 0.26% of the portfolio, ranked #80.

Accurate Wealth Management first reported a position in VZ in Q2 2021 and has held it in 22 quarters since. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Accurate Wealth Management held 70,262 shares of Verizon worth $3.06M as of Q3 2026.
  • Accurate Wealth Management bought 15,228 Verizon shares in Q3 2026, an estimated $716K.
  • Verizon made up 0.26% of Accurate Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Accurate Wealth Management first reported a position in Verizon in Q2 2021 and has held it in 22 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.