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Adero Partners’s Verizon VZ Stock Holding History

Adero Partners’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
Q1 		$290K Sell
6,390
-137
-2% -$5.7K 0.02% 183
2024
Q4 		$261K Buy
6,527
+1,380
+27% +$58.2K 0.02% 192
2024
Q3 		$231K Buy
+5,147
New +$215K 0.02% 202
2021
Q3 		– Sell
-3,583
Closed -$201K – 147
2021
Q2 		$201K Buy
3,583
+26
+0.7% +$1.49K 0.05% 133
2021
Q1 		$207K Buy
+3,557
New +$201K 0.09% 113
2020
Q4 		– Sell
-4,210
Closed -$250K – 95
2020
Q3 		$250K Sell
4,210
-250
-6% -$14.5K 0.2% 73
2020
Q2 		$246K Sell
4,460
-180
-4% -$10.1K 0.26% 63
2020
Q1 		$249K Buy
+4,640
New +$265K 0.41% 55

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adero Partners's VZ Position: Q1 2025 in Review

Adero Partners reduced its Verizon (VZ) stake by 2.1% in Q1 2025, selling an estimated $5.7K and leaving 6,390 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #183.

Adero Partners first reported a position in VZ in Q1 2020 and has held it in 8 quarters since. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Adero Partners held 6,390 shares of Verizon worth $290K as of Q1 2025.
  • Adero Partners sold 137 Verizon shares in Q1 2025, an estimated $5.7K.
  • Verizon made up 0.02% of Adero Partners's portfolio in Q1 2025, its #183 holding.
  • Adero Partners first reported a position in Verizon in Q1 2020 and has held it in 8 quarters since.
  • 3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.