Beacon Pointe Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.4M Buy
247,541
+86,879
+54% +$4.03M 0.07% 267
2025
Q4
$6.54M Sell
160,662
-25,929
-14% -$1.05M 0.05% 330
2025
Q3
$8.2M Buy
186,591
+27,540
+17% +$1.19M 0.07% 261
2025
Q2
$6.88M Sell
159,051
-3,543
-2% -$153K 0.07% 247
2025
Q1
$7.38M Sell
162,594
-5,015
-3% -$209K 0.08% 216
2024
Q4
$6.7M Buy
167,609
+1,619
+1% +$68.3K 0.07% 221
2024
Q3
$7.45M Sell
165,990
-33,570
-17% -$1.4M 0.09% 208
2024
Q2
$8.23M Sell
199,560
-26,360
-12% -$1.06M 0.1% 189
2024
Q1
$9.48M Buy
225,920
+20,918
+10% +$844K 0.11% 184
2023
Q4
$7.73M Sell
205,002
-72,020
-26% -$2.55M 0.09% 192
2023
Q3
$8.98M Buy
277,022
+57,632
+26% +$1.95M 0.11% 174
2023
Q2
$8.16M Sell
219,390
-22,531
-9% -$834K 0.13% 150
2023
Q1
$9.41M Buy
241,921
+55,212
+30% +$2.18M 0.16% 135
2022
Q4
$7.36M Buy
186,709
+14,544
+8% +$548K 0.14% 144
2022
Q3
$6.55M Sell
172,165
-15,611
-8% -$695K 0.15% 144
2022
Q2
$9.53M Sell
187,776
-99,262
-35% -$5.02M 0.2% 118
2022
Q1
$14.6M Buy
287,038
+188,784
+192% +$10M 0.2% 115
2021
Q4
$5.11M Sell
98,254
-76,722
-44% -$4M 0.13% 141
2021
Q3
$9.45M Buy
174,976
+106,106
+154% +$5.87M 0.23% 104
2021
Q2
$3.86M Buy
68,870
+28,322
+70% +$1.63M 0.14% 151
2021
Q1
$2.36M Buy
40,548
+2,690
+7% +$152K 0.14% 126
2020
Q4
$2.22M Buy
37,858
+7,200
+23% +$428K 0.15% 124
2020
Q3
$1.82M Buy
30,658
+1,694
+6% +$98.4K 0.18% 112
2020
Q2
$1.6M Buy
28,964
+7,186
+33% +$404K 0.16% 123
2020
Q1
$1.17M Buy
21,778
+12,498
+135% +$715K 0.19% 113
2019
Q4
$569K Sell
9,280
-1,652
-15% -$99.6K 0.18% 120
2019
Q3
$661K Buy
10,932
+1,705
+18% +$98.2K 0.29% 84
2019
Q2
$528K Buy
9,227
+2,076
+29% +$120K 0.19% 113
2019
Q1
$421K Buy
7,151
+170
+2% +$9.63K 0.16% 124
2018
Q4
$391K Buy
+6,981
New +$396K 0.24% 105

Other funds holding VZ

Beacon Pointe Advisors's VZ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Verizon (VZ) stake by 54% in Q1 2026, buying an estimated $4.03M and bringing the position to 247,541 shares worth $12.4M. The position accounts for 0.07% of the portfolio, ranked #267.

Beacon Pointe Advisors first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.6M in Q1 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beacon Pointe Advisors held 247,541 shares of Verizon worth $12.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 86,879 Verizon shares in Q1 2026, an estimated $4.03M.
  • Verizon made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #267 holding.
  • Beacon Pointe Advisors first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Verizon position peaked at $14.6M in Q1 2022.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.