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Advisor OS’s Verizon VZ Stock Holding History

Advisor OS’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
Q1 		$1.23M Buy
24,588
+7,707
+46% +$357K 0.09% 153
2025
Q4 		$688K Sell
16,881
-417
-2% -$16.9K 0.06% 228
2025
Q3 		$760K Buy
17,298
+1,228
+8% +$53.2K 0.07% 190
2025
Q2 		$695K Buy
16,070
+1,728
+12% +$74.8K 0.07% 202
2025
Q1 		$651K Sell
14,342
-368
-3% -$15.3K 0.07% 189
2024
Q4 		$588K Buy
14,710
+401
+3% +$16.9K 0.07% 198
2024
Q3 		$643K Buy
14,309
+1,641
+13% +$68.5K 0.06% 222
2024
Q2 		$522K Sell
12,668
-4,268
-25% -$172K 0.06% 242
2024
Q1 		$711K Buy
16,936
+4,775
+39% +$193K 0.08% 197
2023
Q4 		$458K Buy
12,161
+398
+3% +$14.1K 0.06% 219
2023
Q3 		$381K Sell
11,763
-21,125
-64% -$714K 0.06% 207
2023
Q2 		$1.22M Buy
32,888
+9,746
+42% +$361K 0.2% 99
2023
Q1 		$900K Buy
23,142
+134
+0.6% +$5.28K 0.22% 116
2022
Q4 		$907K Buy
23,008
+9,019
+64% +$340K 0.24% 98
2022
Q3 		$531K Sell
13,989
-2,997
-18% -$133K 0.16% 129
2022
Q2 		$862K Buy
16,986
+5,755
+51% +$291K 0.25% 93
2022
Q1 		$573K Buy
11,231
+2,246
+25% +$119K 0.17% 130
2021
Q4 		$466K Buy
8,985
+890
+11% +$46.4K 0.1% 178
2021
Q3 		$437K Buy
8,095
+961
+13% +$53.2K 0.1% 161
2021
Q2 		$401K Buy
7,134
+2,771
+64% +$159K 0.08% 158
2021
Q1 		$253K Sell
4,363
-772
-15% -$43.6K 0.06% 175
2020
Q4 		$302K Sell
5,135
-836
-14% -$49.7K 0.08% 107
2020
Q3 		$356K Sell
5,971
-2,865
-32% -$166K 0.15% 68
2020
Q2 		$487K Buy
+8,836
New +$497K 0.29% 70

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Advisor OS's VZ Position: Q1 2026 in Review

Advisor OS increased its Verizon (VZ) stake by 46% in Q1 2026, buying an estimated $357K and bringing the position to 24,588 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #153.

Advisor OS first reported a position in VZ in Q2 2020 and has held it in 24 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Advisor OS held 24,588 shares of Verizon worth $1.23M as of Q1 2026.
  • Advisor OS bought 7,707 Verizon shares in Q1 2026, an estimated $357K.
  • Verizon made up 0.09% of Advisor OS's portfolio in Q1 2026, its #153 holding.
  • Advisor OS first reported a position in Verizon in Q2 2020 and has held it in 24 quarters since.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.