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Balboa Wealth Partners’s Verizon VZ Stock Holding History

Balboa Wealth Partners’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 		$1.61M Buy
32,040
+7,220
+29% +$335K 0.27% 63
2025
Q4 		$1.01M Sell
24,820
-846
-3% -$34.3K 0.17% 91
2025
Q3 		$1.13M Sell
25,666
-986
-4% -$42.7K 0.19% 82
2025
Q2 		$1.15M Sell
26,652
-1,920
-7% -$83.1K 0.23% 79
2025
Q1 		$1.3M Buy
28,572
+1,643
+6% +$68.4K 0.31% 61
2024
Q4 		$1.08M Buy
26,929
+657
+3% +$27.7K 0.25% 72
2024
Q3 		$1.18M Sell
26,272
-6,464
-20% -$270K 0.29% 67
2024
Q2 		$1.35M Buy
32,736
+10,421
+47% +$420K 0.36% 51
2024
Q1 		$936K Sell
22,315
-1,340
-6% -$54K 0.28% 69
2023
Q4 		$892K Buy
23,655
+275
+1% +$9.73K 0.3% 65
2023
Q3 		$758K Sell
23,380
-2,332
-9% -$78.8K 0.28% 61
2023
Q2 		$956K Sell
25,712
-2,714
-10% -$100K 0.33% 49
2023
Q1 		$1.11M Sell
28,426
-4,230
-13% -$167K 0.42% 45
2022
Q4 		$1.29M Sell
32,656
-502
-2% -$18.9K 0.58% 34
2022
Q3 		$1.26M Buy
+33,158
New +$1.48M 0.55% 34

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

Balboa Wealth Partners's VZ Position: Q1 2026 in Review

Balboa Wealth Partners increased its Verizon (VZ) stake by 29% in Q1 2026, buying an estimated $335K and bringing the position to 32,040 shares worth $1.61M. The position accounts for 0.27% of the portfolio, ranked #63.

Balboa Wealth Partners first reported a position in VZ in Q3 2022 and has held it in 15 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Balboa Wealth Partners held 32,040 shares of Verizon worth $1.61M as of Q1 2026.
  • Balboa Wealth Partners bought 7,220 Verizon shares in Q1 2026, an estimated $335K.
  • Verizon made up 0.27% of Balboa Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Balboa Wealth Partners first reported a position in Verizon in Q3 2022 and has held it in 15 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.