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Carson Advisory’s Verizon VZ Stock Holding History

Carson Advisory’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 		$1.27M Sell
25,365
-1,209
-5% -$56K 0.66% 34
2025
Q4 		$1.08M Sell
26,574
-638
-2% -$25.9K 0.56% 42
2025
Q3 		$1.2M Sell
27,212
-658
-2% -$28.5K 0.65% 36
2025
Q2 		$1.21M Buy
27,870
+2,801
+11% +$121K 0.77% 31
2025
Q1 		$1.14M Sell
25,069
-159
-0.6% -$6.62K 0.77% 34
2024
Q4 		$1.01M Sell
25,228
-732
-3% -$30.9K 0.7% 36
2024
Q3 		$1.17M Sell
25,960
-44
-0.2% -$1.84K 0.73% 33
2024
Q2 		$1.07M Buy
26,004
+2,727
+12% +$110K 0.75% 34
2024
Q1 		$977K Buy
23,277
+84
+0.4% +$3.39K 0.69% 38
2023
Q4 		$874K Buy
23,193
+1,059
+5% +$37.5K 0.68% 40
2023
Q3 		$717K Buy
22,134
+1,643
+8% +$55.5K 0.63% 50
2023
Q2 		$762K Buy
20,491
+346
+2% +$12.8K 0.64% 46
2023
Q1 		$783K Sell
20,145
-696
-3% -$27.4K 0.7% 42
2022
Q4 		$821K Buy
20,841
+1,430
+7% +$53.9K 0.79% 38
2022
Q3 		$737K Buy
19,411
+1,597
+9% +$71.1K 0.82% 36
2022
Q2 		$904K Buy
17,814
+1,050
+6% +$53.1K 1.01% 28
2022
Q1 		$854K Buy
16,764
+2,263
+16% +$120K 0.85% 32
2021
Q4 		$753K Buy
+14,501
New +$757K 0.76% 39

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

Carson Advisory's VZ Position: Q1 2026 in Review

Carson Advisory reduced its Verizon (VZ) stake by 4.5% in Q1 2026, selling an estimated $56K and leaving 25,365 shares worth $1.27M. The position accounts for 0.66% of the portfolio, ranked #34.

Carson Advisory first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Carson Advisory held 25,365 shares of Verizon worth $1.27M as of Q1 2026.
  • Carson Advisory sold 1,209 Verizon shares in Q1 2026, an estimated $56K.
  • Verizon made up 0.66% of Carson Advisory's portfolio in Q1 2026, its #34 holding.
  • Carson Advisory first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.