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Altus Wealth Group’s Verizon VZ Stock Holding History

Altus Wealth Group’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 		– Sell
-5,271
Closed -$228K – 149
2025
Q2 		$228K Buy
5,271
+11
+0.2% +$476 0.1% 120
2025
Q1 		$239K Sell
5,260
-951
-15% -$39.6K 0.11% 114
2024
Q4 		$248K Buy
6,211
+11
+0.2% +$464 0.11% 124
2024
Q3 		$278K Sell
6,200
-1,072
-15% -$44.7K 0.12% 117
2024
Q2 		$300K Sell
7,272
-1,638
-18% -$66K 0.15% 106
2024
Q1 		$374K Buy
8,910
+63
+0.7% +$2.54K 0.19% 102
2023
Q4 		$334K Sell
8,847
-920
-9% -$32.6K 0.18% 106
2023
Q3 		$317K Buy
9,767
+15
+0.2% +$507 0.2% 100
2023
Q2 		$363K Sell
9,752
-487
-5% -$18K 0.22% 98
2023
Q1 		$398K Sell
10,239
-419
-4% -$16.5K 0.27% 84
2022
Q4 		$420K Buy
10,658
+53
+0.5% +$2K 0.32% 78
2022
Q3 		$573K Hold
10,605
– – 0.57% 50
2022
Q2 		$573K Sell
10,605
-1,434
-12% -$72.5K 0.57% 50
2022
Q1 		$613K Buy
12,039
+926
+8% +$49.1K 0.5% 50
2021
Q4 		$577K Buy
11,113
+508
+5% +$26.5K 0.48% 53
2021
Q3 		$573K Buy
10,605
+1,643
+18% +$90.9K 0.57% 50
2021
Q2 		$502K Hold
8,962
– – 0.49% 51
2021
Q1 		$525K Buy
8,962
+975
+12% +$55K 0.52% 48
2020
Q4 		$469K Buy
+7,987
New +$474K 0.45% 43

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

Altus Wealth Group's VZ Position: Q3 2025 in Review

Altus Wealth Group sold out of Verizon (VZ) in Q3 2025, closing a stake of 5,271 shares — an estimated $228K sold.

Altus Wealth Group first reported a position in VZ in Q4 2020 and held it in 19 quarters. The position peaked at $613K in Q1 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Altus Wealth Group reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Altus Wealth Group sold 5,271 Verizon shares in Q3 2025, an estimated $228K.
  • Altus Wealth Group first reported a position in Verizon in Q4 2020 and held it in 19 quarters.
  • Altus Wealth Group's Verizon position peaked at $613K in Q1 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Altus Wealth Group's 13F filing for Q3 2025, filed 21 Oct 2025.