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Arete Wealth Advisors’s Verizon VZ Stock Holding History

Arete 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 		$2.88M Sell
57,419
-3,676
-6% -$170K 0.22% 116
2025
Q4 		$2.49M Sell
61,095
-10,135
-14% -$411K 0.15% 143
2025
Q3 		$3.13M Buy
71,230
+1,524
+2% +$66K 0.2% 105
2025
Q2 		$3.02M Buy
69,706
+1,204
+2% +$52.1K 0.21% 97
2025
Q1 		$3.11M Buy
68,502
+905
+1% +$37.7K 0.24% 93
2024
Q4 		$2.69M Buy
67,597
+3,161
+5% +$133K 0.19% 107
2024
Q3 		$2.89M Sell
64,436
-3,166
-5% -$132K 0.25% 86
2024
Q2 		$2.79M Buy
67,602
+499
+0.7% +$20.1K 0.23% 92
2024
Q1 		$2.82M Buy
67,103
+256
+0.4% +$10.3K 0.26% 90
2023
Q4 		$2.52M Sell
66,847
-1,526
-2% -$54K 0.19% 109
2023
Q3 		$2.22M Sell
68,373
-129
-0.2% -$4.36K 0.38% 61
2023
Q2 		$2.55M Buy
68,502
+8,141
+13% +$301K 0.23% 99
2023
Q1 		$2.35M Buy
60,361
+306
+0.5% +$12.1K 0.19% 104
2022
Q4 		$2.37B Sell
60,055
-317
-0.5% -$11.9K 0.21% 97
2022
Q3 		$2.29M Buy
60,372
+17,644
+41% +$786K 0.22% 91
2022
Q2 		$2.17M Buy
42,728
+8,482
+25% +$429K 0.22% 87
2022
Q1 		$1.74M Buy
34,246
+582
+2% +$30.8K 0.15% 131
2021
Q4 		$1.77M Sell
33,664
-2,335
-6% -$122K 0.15% 131
2021
Q3 		$1.95M Buy
35,999
+550
+2% +$30.4K 0.21% 97
2021
Q2 		$1.85M Buy
35,449
+406
+1% +$23.3K 0.26% 80
2021
Q1 		$2.04M Buy
35,043
+1,336
+4% +$75.4K 0.26% 90
2020
Q4 		$1.98M Sell
33,707
-718
-2% -$42.6K 0.28% 82
2020
Q3 		$2.04M Buy
34,425
+11,672
+51% +$678K 0.31% 80
2020
Q2 		$1.25M Sell
22,753
-10,117
-31% -$569K 0.22% 121
2020
Q1 		$1.76M Sell
32,870
-6,253
-16% -$358K 0.35% 65
2019
Q4 		$2.4M Sell
39,123
-902
-2% -$54.4K 0.42% 59
2019
Q3 		$2.42M Buy
40,025
+18
+0% +$1.04K 0.46% 54
2019
Q2 		$2.29M Sell
40,007
-3,603
-8% -$208K 0.44% 56
2019
Q1 		$2.58M Buy
43,610
+1,114
+3% +$63.1K 0.54% 47
2018
Q4 		$2.39M Buy
42,496
+6,922
+19% +$393K 0.58% 46
2018
Q3 		$1.9M Sell
35,574
-519
-1% -$27.5K 0.42% 60
2018
Q2 		$1.82M Buy
36,093
+20,238
+128% +$980K 0.43% 57
2018
Q1 		$758K Buy
15,855
+619
+4% +$31.1K 0.25% 111
2017
Q4 		$806K Buy
15,236
+1,193
+8% +$58.7K 0.26% 108
2017
Q3 		$695K Buy
14,043
+2,460
+21% +$116K 0.28% 114
2017
Q2 		$517K Sell
11,583
-7,994
-41% -$372K 0.24% 118
2017
Q1 		$954K Buy
19,577
+10,779
+123% +$541K 0.42% 59
2016
Q4 		$470K Sell
8,798
-14,836
-63% -$741K 0.22% 101
2016
Q3 		$1.23M Sell
23,634
-205
-0.9% -$11K 0.7% 32
2016
Q2 		$1.33M Buy
23,839
+15,999
+204% +$830K 0.84% 27
2016
Q1 		$424K Buy
7,840
+691
+10% +$34.6K 0.25% 74
2015
Q4 		$330K Buy
7,149
+2
+0% +$91 0.2% 87
2015
Q3 		$311K Sell
7,147
-7,034
-50% -$325K 0.24% 86
2015
Q2 		$661K Sell
14,181
-185
-1% -$9.06K 0.45% 52
2015
Q1 		$699K Buy
14,366
+7,471
+108% +$361K 0.45% 54
2014
Q4 		$323K Sell
6,895
-100
-1% -$4.89K 0.23% 92
2014
Q3 		$350K Buy
6,995
+739
+12% +$36.7K 0.26% 79
2014
Q2 		$306K Buy
6,256
+1
+0% +$48 0.24% 90
2014
Q1 		$298K Sell
6,255
-171
-3% -$8.09K 0.28% 76
2013
Q4 		$316K Buy
+6,426
New +$316K 0.31% 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

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

Arete Wealth Advisors reduced its Verizon (VZ) stake by 6% in Q1 2026, selling an estimated $170K and leaving 57,419 shares worth $2.88M. The position accounts for 0.22% of the portfolio, ranked #116.

Arete Wealth Advisors first reported a position in VZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.37B in Q4 2022. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Arete Wealth Advisors held 57,419 shares of Verizon worth $2.88M as of Q1 2026.
  • Arete Wealth Advisors sold 3,676 Verizon shares in Q1 2026, an estimated $170K.
  • Verizon made up 0.22% of Arete Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • Arete Wealth Advisors first reported a position in Verizon in Q4 2013 and has held it in 50 quarters since.
  • Arete Wealth Advisors's Verizon position peaked at $2.37B in Q4 2022.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.