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Aviso Wealth Management’s Verizon VZ Stock Holding History

Aviso 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
Q1 		$842K Sell
16,768
-2,002
-11% -$92.8K 0.38% 58
2025
Q4 		$765K Sell
18,770
-2,294
-11% -$93K 0.32% 72
2025
Q3 		$926K Buy
21,064
+274
+1% +$11.9K 0.4% 60
2025
Q2 		$900K Buy
20,790
+1,216
+6% +$52.7K 0.42% 60
2025
Q1 		$888K Sell
19,574
-623
-3% -$25.9K 0.47% 58
2024
Q4 		$808K Buy
20,197
+3,753
+23% +$158K 0.41% 65
2024
Q3 		$738K Buy
16,444
+1,115
+7% +$46.5K 0.4% 68
2024
Q2 		$632K Buy
15,329
+593
+4% +$23.9K 0.38% 70
2024
Q1 		$618K Buy
14,736
+3,260
+28% +$131K 0.39% 65
2023
Q4 		$433K Buy
+11,476
New +$406K 0.31% 79

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviso Wealth Management's VZ Position: Q1 2026 in Review

Aviso Wealth Management reduced its Verizon (VZ) stake by 11% in Q1 2026, selling an estimated $92.8K and leaving 16,768 shares worth $842K. The position accounts for 0.38% of the portfolio, ranked #58.

Aviso Wealth Management first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $926K in Q3 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Aviso Wealth Management held 16,768 shares of Verizon worth $842K as of Q1 2026.
  • Aviso Wealth Management sold 2,002 Verizon shares in Q1 2026, an estimated $92.8K.
  • Verizon made up 0.38% of Aviso Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Aviso Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Verizon position peaked at $926K in Q3 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.