AWM
VZ icon

Avaii Wealth Management’s Verizon VZ Stock Holding History

Avaii Wealth Management’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 		$202K Buy
+4,398
New +$207K 0.06% 174
2026
Q2 		– Sell
-4,383
Closed -$220K – 186
2026
Q1 		$220K Buy
+4,383
New +$203K 0.08% 150
2024
Q4 		– Sell
-5,562
Closed -$250K – 150
2024
Q3 		$250K Sell
5,562
-1,092
-16% -$45.6K 0.13% 112
2024
Q2 		$274K Sell
6,654
-99
-1% -$3.99K 0.15% 111
2024
Q1 		$283K Buy
6,753
+122
+2% +$4.92K 0.17% 109
2023
Q4 		$250K Buy
6,631
+372
+6% +$13.2K 0.16% 121
2023
Q3 		$203K Sell
6,259
-571
-8% -$19.3K 0.15% 136
2023
Q2 		$254K Buy
6,830
+320
+5% +$11.8K 0.2% 116
2023
Q1 		$253K Sell
6,510
-274
-4% -$10.8K 0.22% 108
2022
Q4 		$267K Buy
+6,784
New +$256K 0.24% 99
2022
Q3 		– Sell
-4,904
Closed -$249K – 118
2022
Q2 		$249K Sell
4,904
-117
-2% -$5.92K 0.27% 85
2022
Q1 		$256K Buy
5,021
+810
+19% +$42.9K 0.24% 83
2021
Q4 		$219K Buy
+4,211
New +$220K 0.22% 90

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Avaii Wealth Management's VZ Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in Verizon (VZ) in Q3 2026: 4,398 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings. This is a return to the name: Avaii Wealth Management previously reported a position in VZ as recently as Q1 2026.

Avaii Wealth Management first reported a position in VZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $283K in Q1 2024. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Avaii Wealth Management held 4,398 shares of Verizon worth $202K as of Q3 2026.
  • Verizon was a new Avaii Wealth Management position in Q3 2026.
  • Verizon made up 0.06% of Avaii Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Avaii Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 13 quarters since.
  • Avaii Wealth Management's Verizon position peaked at $283K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.