Asset Planning Inc
VZ icon

Asset Planning Inc’s Verizon VZ Stock Holding History

Asset Planning Inc’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
Q3 		$2.24M Sell
48,782
-112
-0.2% -$5.27K 1.48% 13
2026
Q2 		$2.07M Sell
48,894
-1,439
-3% -$67.5K 1.34% 13
2026
Q1 		$2.53M Sell
50,333
-1,484
-3% -$68.8K 1.8% 12
2025
Q4 		$2.11M Sell
51,817
-1,992
-4% -$80.8K 1.48% 14
2025
Q3 		$2.36M Sell
53,809
-117
-0.2% -$5.06K 1.71% 13
2025
Q2 		$2.33M Sell
53,926
-448
-0.8% -$19.4K 1.76% 13
2025
Q1 		$2.47M Sell
54,374
-3,378
-6% -$141K 1.93% 11
2024
Q4 		$2.31M Buy
+57,752
New +$2.44M 1.76% 11

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Planning Inc's VZ Position: Q3 2026 in Review

Asset Planning Inc reduced its Verizon (VZ) stake by 0.23% in Q3 2026, selling an estimated $5.27K and leaving 48,782 shares worth $2.24M. The position accounts for 1.48% of the portfolio, ranked #13.

Asset Planning Inc first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q1 2026. 1,433 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Asset Planning Inc held 48,782 shares of Verizon worth $2.24M as of Q3 2026.
  • Asset Planning Inc sold 112 Verizon shares in Q3 2026, an estimated $5.27K.
  • Verizon made up 1.48% of Asset Planning Inc's portfolio in Q3 2026, its #13 holding.
  • Asset Planning Inc first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Verizon position peaked at $2.53M in Q1 2026.
  • 1,433 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.