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Capital A Wealth Management’s Verizon VZ Stock Holding History

Capital A 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
2025
Q2 		$65.6K Buy
1,741
+1,178
+209% +$51K 0.73% 35
2025
Q1 		$25.6K Sell
563
-241
-30% -$10K 0.03% 205
2024
Q4 		$32.1K Buy
+804
New +$33.9K 0.05% 191

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital A Wealth Management's VZ Position: Q2 2025 in Review

Capital A Wealth Management increased its Verizon (VZ) stake by 209% in Q2 2025, buying an estimated $51K and bringing the position to 1,741 shares worth $65.6K. The position accounts for 0.73% of the portfolio, ranked #35.

Capital A Wealth Management first reported a position in VZ in Q4 2024 and has held it in 3 quarters since. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Capital A Wealth Management held 1,741 shares of Verizon worth $65.6K as of Q2 2025.
  • Capital A Wealth Management bought 1,178 Verizon shares in Q2 2025, an estimated $51K.
  • Verizon made up 0.73% of Capital A Wealth Management's portfolio in Q2 2025, its #35 holding.
  • Capital A Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 3 quarters since.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.