Aviso Wealth Management
VZ icon

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
Q3 		$854K Buy
18,616
+1,407
+8% +$66.2K 0.33% 65
2026
Q2 		$729K Buy
17,209
+441
+3% +$20.7K 0.25% 74
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Aviso Wealth Management increased its Verizon (VZ) stake by 8.2% in Q3 2026, buying an estimated $66.2K and bringing the position to 18,616 shares worth $854K. The position accounts for 0.33% of the portfolio, ranked #65.

Aviso Wealth Management first reported a position in VZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $926K in Q3 2025. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Aviso Wealth Management held 18,616 shares of Verizon worth $854K as of Q3 2026.
  • Aviso Wealth Management bought 1,407 Verizon shares in Q3 2026, an estimated $66.2K.
  • Verizon made up 0.33% of Aviso Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Aviso Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Verizon position peaked at $926K in Q3 2025.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.