Ariadne Wealth Management’s Verizon VZ Stock Holding History

Ariadne Wealth Management’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	$578K	Sell	11,523 -771	-6%	-$35.7K	0.26%	86
2025 Q4	$608K	Buy	12,294 +58	+0.5%	+$2.35K	0.25%	86
2025 Q3	$503K	Buy	12,236 +6,521	+114%	+$282K	0.23%	97
2025 Q2	$250K	Sell	5,715 -2,241	-28%	-$97K	0.12%	176
2025 Q1	$347K	Buy	7,956 +1,833	+30%	+$76.3K	0.18%	125
2024 Q4	$245K	Buy	+6,123	New	+$258K	0.11%	181
2024 Q3	–	Sell	-7,414	Closed	-$306K	–	288
2024 Q2	$306K	Buy	+7,414	New	+$299K	0.24%	94

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ariadne Wealth Management's VZ Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Verizon (VZ) stake by 6.3% in Q1 2026, selling an estimated $35.7K and leaving 11,523 shares worth $578K. The position accounts for 0.26% of the portfolio, ranked #86.

Ariadne Wealth Management first reported a position in VZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Ariadne Wealth Management held 11,523 shares of Verizon worth $578K as of Q1 2026.
Ariadne Wealth Management sold 771 Verizon shares in Q1 2026, an estimated $35.7K.
Verizon made up 0.26% of Ariadne Wealth Management's portfolio in Q1 2026, its #86 holding.
Ariadne Wealth Management first reported a position in Verizon in Q2 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's Verizon position peaked at $608K in Q4 2025.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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