AWA
VZ icon

AGH Wealth Advisors’s Verizon VZ Stock Holding History

AGH Wealth Advisors’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 		$1.25M Buy
24,888
+1,156
+5% +$53.6K 0.92% 23
2025
Q4 		$967K Sell
23,732
-2,059
-8% -$83.5K 0.73% 26
2025
Q3 		$1.13M Buy
25,791
+1,185
+5% +$51.3K 0.83% 25
2025
Q2 		$1.06M Buy
24,606
+4,672
+23% +$202K 0.88% 23
2025
Q1 		$904K Sell
19,934
-150
-0.7% -$6.25K 0.87% 25
2024
Q4 		$803K Buy
+20,084
New +$847K 0.74% 30

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

AGH Wealth Advisors's VZ Position: Q1 2026 in Review

AGH Wealth Advisors increased its Verizon (VZ) stake by 4.9% in Q1 2026, buying an estimated $53.6K and bringing the position to 24,888 shares worth $1.25M. The position accounts for 0.92% of the portfolio, ranked #23.

AGH Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • AGH Wealth Advisors held 24,888 shares of Verizon worth $1.25M as of Q1 2026.
  • AGH Wealth Advisors bought 1,156 Verizon shares in Q1 2026, an estimated $53.6K.
  • Verizon made up 0.92% of AGH Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • AGH Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.