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Atria Wealth Solutions’s Verizon VZ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$8.4M Sell
193,712
-172,658
-47% -$7.48M 0.19% 123
2025
Q1 		$16.6M Sell
366,370
-60,381
-14% -$2.51M 0.2% 109
2024
Q4 		$17.1M Sell
426,751
-7,925
-2% -$334K 0.19% 111
2024
Q3 		$19.5M Sell
434,676
-60,941
-12% -$2.54M 0.21% 99
2024
Q2 		$20.4M Sell
495,617
-28,017
-5% -$1.13M 0.23% 92
2024
Q1 		$22M Buy
523,634
+15,507
+3% +$625K 0.25% 85
2023
Q4 		$19.2M Buy
508,127
+10,569
+2% +$374K 0.24% 93
2023
Q3 		$16.1M Sell
497,558
-35,899
-7% -$1.21M 0.23% 98
2023
Q2 		$19.8M Buy
533,457
+7,997
+2% +$296K 0.27% 77
2023
Q1 		$20.4M Buy
525,460
+22,419
+4% +$884K 0.3% 74
2022
Q4 		$19.8M Buy
503,041
+2,111
+0.4% +$79.5K 0.32% 70
2022
Q3 		$19M Sell
500,930
-27,955
-5% -$1.24M 0.33% 69
2022
Q2 		$26.8M Buy
528,885
+107,417
+25% +$5.43M 0.5% 35
2022
Q1 		$21.5M Buy
+421,468
New +$22.3M 0.36% 51

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's VZ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Verizon (VZ) stake by 47% in Q2 2025, selling an estimated $7.48M and leaving 193,712 shares worth $8.4M. The position accounts for 0.19% of the portfolio, ranked #123.

Atria Wealth Solutions first reported a position in VZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.8M in Q2 2022. 3,042 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Atria Wealth Solutions held 193,712 shares of Verizon worth $8.4M as of Q2 2025.
  • Atria Wealth Solutions sold 172,658 Verizon shares in Q2 2025, an estimated $7.48M.
  • Verizon made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #123 holding.
  • Atria Wealth Solutions first reported a position in Verizon in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Verizon position peaked at $26.8M in Q2 2022.
  • 3,042 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.