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Beta Wealth Group’s Verizon VZ Stock Holding History

Beta Wealth Group’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 		$380K Buy
7,564
+410
+6% +$19K 0.16% 94
2025
Q4 		$291K Sell
7,154
-190
-3% -$7.71K 0.12% 105
2025
Q3 		$323K Sell
7,344
-21
-0.3% -$909 0.13% 104
2025
Q2 		$319K Buy
7,365
+111
+2% +$4.81K 0.12% 90
2025
Q1 		$329K Sell
7,254
-289
-4% -$12K 0.12% 88
2024
Q4 		$302K Buy
7,543
+6
+0.1% +$253 0.13% 94
2024
Q3 		$338K Buy
7,537
+407
+6% +$17K 0.15% 88
2024
Q2 		$294K Buy
7,130
+308
+5% +$12.4K 0.14% 87
2024
Q1 		$286K Sell
6,822
-1,000
-13% -$40.3K 0.14% 88
2023
Q4 		$295K Sell
7,822
-78,242
-91% -$2.77M 0.15% 87
2023
Q3 		$2.79M Sell
86,064
-20,613
-19% -$696K 1.65% 21
2023
Q2 		$3.97M Buy
106,677
+6,689
+7% +$248K 2.29% 14
2023
Q1 		$3.89M Buy
99,988
+24,705
+33% +$974K 2.22% 13
2022
Q4 		$2.97M Buy
75,283
+2,277
+3% +$85.8K 1.99% 18
2022
Q3 		$2.77M Buy
73,006
+2,715
+4% +$121K 2% 21
2022
Q2 		$3.57M Sell
70,291
-15,712
-18% -$795K 2.39% 16
2022
Q1 		$4.38M Buy
86,003
+13,506
+19% +$715K 2.93% 11
2021
Q4 		$3.92M Hold
72,497
– – 2.82% 12
2021
Q3 		$3.92M Buy
72,497
+4,048
+6% +$224K 2.82% 12
2021
Q2 		$3.83M Buy
68,449
+3,507
+5% +$201K 2.67% 13
2021
Q1 		$3.78M Buy
64,942
+50,844
+361% +$2.87M 2.75% 13
2020
Q4 		$828K Buy
+14,098
New +$837K 0.71% 30

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

Beta Wealth Group's VZ Position: Q1 2026 in Review

Beta Wealth Group increased its Verizon (VZ) stake by 5.7% in Q1 2026, buying an estimated $19K and bringing the position to 7,564 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #94.

Beta Wealth Group first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.38M in Q1 2022. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beta Wealth Group held 7,564 shares of Verizon worth $380K as of Q1 2026.
  • Beta Wealth Group bought 410 Verizon shares in Q1 2026, an estimated $19K.
  • Verizon made up 0.16% of Beta Wealth Group's portfolio in Q1 2026, its #94 holding.
  • Beta Wealth Group first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Beta Wealth Group's Verizon position peaked at $4.38M in Q1 2022.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.