AWE
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Avidian Wealth Enterprises’s Verizon VZ Stock Holding History

Avidian Wealth Enterprises’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 		$2.8M Sell
61,129
-1,992
-3% -$93.7K 0.08% 167
2026
Q2 		$2.67M Buy
63,121
+10,368
+20% +$486K 0.07% 174
2026
Q1 		$2.65M Buy
52,753
+38,313
+265% +$1.78M 0.08% 153
2025
Q4 		$588K Sell
14,440
-1,350
-9% -$54.8K 0.02% 343
2025
Q3 		$694K Buy
15,790
+1,422
+10% +$61.6K 0.03% 290
2025
Q2 		$622K Buy
14,368
+795
+6% +$34.4K 0.03% 289
2025
Q1 		$616K Buy
13,573
+1,099
+9% +$45.8K 0.03% 270
2024
Q4 		$499K Sell
12,474
-1,833
-13% -$77.3K 0.02% 295
2024
Q3 		$643K Sell
14,307
-500
-3% -$20.9K 0.03% 256
2024
Q2 		$611K Buy
14,807
+1,406
+10% +$56.7K 0.03% 253
2024
Q1 		$562K Sell
13,401
-4,077
-23% -$164K 0.03% 247
2023
Q4 		$659K Sell
17,478
-2,808
-14% -$99.4K 0.04% 217
2023
Q3 		$657K Buy
20,286
+1,020
+5% +$34.5K 0.05% 211
2023
Q2 		$716K Sell
19,266
-9,557
-33% -$354K 0.05% 220
2023
Q1 		$1.12M Buy
28,823
+2,702
+10% +$107K 0.06% 184
2022
Q4 		$1.03M Buy
26,121
+2,593
+11% +$97.7K 0.07% 172
2022
Q3 		$893K Sell
23,528
-2,716
-10% -$121K 0.06% 160
2022
Q2 		$1.33M Sell
26,244
-1,483
-5% -$75K 0.09% 139
2022
Q1 		$1.41M Sell
27,727
-960
-3% -$50.9K 0.09% 151
2021
Q4 		$1.49M Sell
28,687
-1,161
-4% -$60.6K 0.09% 142
2021
Q3 		$1.61M Buy
29,848
+2,301
+8% +$127K 0.12% 98
2021
Q2 		$1.54M Buy
27,547
+1,119
+4% +$64.2K 0.12% 102
2021
Q1 		$1.54M Sell
26,428
-141
-0.5% -$7.96K 0.13% 95
2020
Q4 		$1.56M Buy
26,569
+2,732
+11% +$162K 0.15% 90
2020
Q3 		$1.42M Buy
23,837
+1,901
+9% +$110K 0.16% 84
2020
Q2 		$1.21M Buy
21,936
+8,927
+69% +$502K 0.16% 81
2020
Q1 		$699K Buy
13,009
+2,828
+28% +$162K 0.11% 89
2019
Q4 		$625K Buy
10,181
+4,276
+72% +$258K 0.09% 96
2019
Q3 		$356K Buy
5,905
+771
+15% +$44.4K 0.06% 129
2019
Q2 		$293K Buy
+5,134
New +$296K 0.07% 108
2016
Q2 		– Sell
-4,485
Closed -$243K – 93
2016
Q1 		$243K Buy
+4,485
New +$224K 0.13% 61

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

Avidian Wealth Enterprises's VZ Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Verizon (VZ) stake by 3.2% in Q3 2026, selling an estimated $93.7K and leaving 61,129 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #167.

Avidian Wealth Enterprises first reported a position in VZ in Q1 2016 and has held it in 31 quarters since. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Avidian Wealth Enterprises held 61,129 shares of Verizon worth $2.8M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,992 Verizon shares in Q3 2026, an estimated $93.7K.
  • Verizon made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #167 holding.
  • Avidian Wealth Enterprises first reported a position in Verizon in Q1 2016 and has held it in 31 quarters since.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.