Bordeaux Wealth Advisors’s Verizon VZ Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q2	$262K	Buy	6,050 +529	+10%	+$22.9K	0.03%	136
2025 Q1	$250K	Buy	5,521 +315	+6%	+$13.1K	0.05%	134
2024 Q4	$208K	Buy	5,206 +514	+11%	+$21.7K	0.03%	151
2024 Q3	$211K	Buy	+4,692	New	+$196K	0.04%	154
2022 Q2	–	Sell	-4,041	Closed	-$206K	–	92
2022 Q1	$206K	Buy	+4,041	New	+$214K	0.11%	87

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bordeaux Wealth Advisors's VZ Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Verizon (VZ) stake by 9.6% in Q2 2025, buying an estimated $22.9K and bringing the position to 6,050 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #136.

Bordeaux Wealth Advisors first reported a position in VZ in Q1 2022 and has held it in 5 quarters since. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Bordeaux Wealth Advisors held 6,050 shares of Verizon worth $262K as of Q2 2025.
Bordeaux Wealth Advisors bought 529 Verizon shares in Q2 2025, an estimated $22.9K.
Verizon made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #136 holding.
Bordeaux Wealth Advisors first reported a position in Verizon in Q1 2022 and has held it in 5 quarters since.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.