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	0.54%	35
2022 Q1	$21.5M	Buy	+421,468	New	+$22.3M	0.36%	51

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of America

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return