AssetMark Inc’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$184M Sell
3,659,989
-19,637
-0.5% -$910K 0.37% 49
2025
Q4
$150M Buy
3,679,626
+12,224
+0.3% +$496K 0.31% 57
2025
Q3
$161M Buy
3,667,402
+99,400
+3% +$4.3M 0.35% 50
2025
Q2
$154M Buy
3,568,002
+353,541
+11% +$15.3M 0.36% 52
2025
Q1
$146M Buy
3,214,461
+62,277
+2% +$2.59M 0.4% 53
2024
Q4
$126M Buy
3,152,184
+116,313
+4% +$4.91M 0.34% 52
2024
Q3
$136M Buy
3,035,871
+108,805
+4% +$4.54M 0.39% 51
2024
Q2
$121M Buy
2,927,066
+890,293
+44% +$35.9M 0.37% 49
2024
Q1
$85.5M Buy
2,036,773
+10,929
+0.5% +$441K 0.28% 77
2023
Q4
$76.4M Buy
2,025,844
+7,193
+0.4% +$255K 0.28% 72
2023
Q3
$65.4M Buy
2,018,651
+221,194
+12% +$7.47M 0.26% 80
2023
Q2
$66.8M Sell
1,797,457
-184,085
-9% -$6.81M 0.26% 84
2023
Q1
$77.1M Buy
1,981,542
+268,737
+16% +$10.6M 0.32% 67
2022
Q4
$67.5M Sell
1,712,805
-102,576
-6% -$3.86M 0.29% 80
2022
Q3
$68.9M Buy
1,815,381
+65,479
+4% +$2.92M 0.32% 70
2022
Q2
$88.8M Buy
1,749,902
+12,154
+0.7% +$615K 0.4% 57
2022
Q1
$88.5M Buy
1,737,748
+38,156
+2% +$2.02M 0.37% 64
2021
Q4
$88.3M Buy
1,699,592
+32,584
+2% +$1.7M 0.36% 76
2021
Q3
$90M Buy
1,667,008
+69,172
+4% +$3.83M 0.4% 63
2021
Q2
$89.5M Buy
1,597,836
+92,540
+6% +$5.31M 0.42% 58
2021
Q1
$87.5M Buy
1,505,296
+40,750
+3% +$2.3M 0.45% 56
2020
Q4
$86M Buy
1,464,546
+100,534
+7% +$5.97M 0.48% 54
2020
Q3
$81.1M Buy
1,364,012
+335,815
+33% +$19.5M 0.52% 49
2020
Q2
$56.7M Buy
1,028,197
+233,794
+29% +$13.2M 0.41% 63
2020
Q1
$42.7M Buy
794,403
+8,152
+1% +$466K 0.36% 73
2019
Q4
$48.3M Buy
786,251
+67,247
+9% +$4.06M 0.37% 75
2019
Q3
$43.4M Buy
719,004
+68,280
+10% +$3.93M 0.36% 77
2019
Q2
$37.2M Buy
650,724
+49,759
+8% +$2.87M 0.3% 85
2019
Q1
$35.5M Buy
600,965
+58,331
+11% +$3.3M 0.32% 83
2018
Q4
$30.5M Buy
542,634
+17,100
+3% +$970K 0.29% 82
2018
Q3
$28.1M Sell
525,534
-931
-0.2% -$49.3K 0.26% 85
2018
Q2
$26.5M Buy
526,465
+3,872
+0.7% +$187K 0.26% 81
2018
Q1
$25M Buy
522,593
+21,640
+4% +$1.09M 0.26% 86
2017
Q4
$26.5M Sell
500,953
-59,008
-11% -$2.9M 0.27% 88
2017
Q3
$27.7M Buy
559,961
+15,914
+3% +$749K 0.32% 78
2017
Q2
$24.3M Buy
544,047
+120,411
+28% +$5.61M 0.31% 86
2017
Q1
$20.7M Buy
423,636
+79,717
+23% +$4M 0.27% 92
2016
Q4
$18.4M Buy
343,919
+55,538
+19% +$2.78M 0.27% 90
2016
Q3
$15M Buy
288,381
+116,863
+68% +$6.27M 0.23% 100
2016
Q2
$9.58M Buy
171,518
+4,533
+3% +$235K 0.16% 121
2016
Q1
$9.03M Buy
166,985
+7,904
+5% +$395K 0.16% 118
2015
Q4
$7.35M Buy
159,081
+41,774
+36% +$1.9M 0.14% 122
2015
Q3
$5.1M Buy
117,307
+116,710
+19,549% +$5.39M 0.11% 125
2015
Q2
$28K Buy
+597
New +$29.2K ﹤0.01% 445
2014
Q2
Sell
-35,774
Closed -$1.7M 515
2014
Q1
$1.7M Buy
+35,774
New +$1.69M 0.04% 182

Other funds holding VZ

AssetMark Inc's VZ Position: Q1 2026 in Review

AssetMark Inc reduced its Verizon (VZ) stake by 0.53% in Q1 2026, selling an estimated $910K and leaving 3,659,989 shares worth $184M. The position accounts for 0.37% of the portfolio, ranked #49.

AssetMark Inc first reported a position in VZ in Q1 2014 and has held it in 45 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • AssetMark Inc held 3,659,989 shares of Verizon worth $184M as of Q1 2026.
  • AssetMark Inc sold 19,637 Verizon shares in Q1 2026, an estimated $910K.
  • Verizon made up 0.37% of AssetMark Inc's portfolio in Q1 2026, its #49 holding.
  • AssetMark Inc first reported a position in Verizon in Q1 2014 and has held it in 45 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.