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Arkadios Wealth Advisors’s Verizon VZ Stock Holding History

Arkadios 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
2023
Q1 		– Sell
-7,000
Closed -$276 – 636
2022
Q4 		$276 Buy
+7,000
New +$264K ﹤0.01% 564

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

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

Arkadios Wealth Advisors increased its Verizon (VZ) stake by 20% in Q1 2026, buying an estimated $2.55M and bringing the position to 332,384 shares worth $16.7M. The position accounts for 0.27% of the portfolio, ranked #80.

Arkadios Wealth Advisors first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Arkadios Wealth Advisors held 332,384 shares of Verizon worth $16.7M as of Q1 2026.
  • Arkadios Wealth Advisors bought 54,948 Verizon shares in Q1 2026, an estimated $2.55M.
  • Verizon made up 0.27% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Arkadios Wealth Advisors first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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