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CarsonAllaria Wealth Management’s Verizon VZ Stock Holding History

CarsonAllaria 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
2026
Q1 		$277K Buy
5,528
+214
+4% +$9.92K 0.14% 51
2025
Q4 		$216K Sell
5,314
-222
-4% -$9.01K 0.11% 63
2025
Q3 		$243K Buy
5,536
+82
+2% +$3.55K 0.13% 59
2025
Q2 		$236K Sell
5,454
-106
-2% -$4.59K 0.13% 58
2025
Q1 		$252K Buy
5,560
+119
+2% +$4.95K 0.15% 56
2024
Q4 		$218K Sell
5,441
-245
-4% -$10.3K 0.12% 61
2024
Q3 		$255K Buy
5,686
+412
+8% +$17.2K 0.15% 55
2024
Q2 		$218K Sell
5,274
-444
-8% -$17.9K 0.13% 61
2024
Q1 		$240K Sell
5,718
-675
-11% -$27.2K 0.15% 60
2023
Q4 		$241K Buy
6,393
+287
+5% +$10.2K 0.17% 57
2023
Q3 		$198K Sell
6,106
-331
-5% -$11.2K 0.16% 60
2023
Q2 		$239K Buy
6,437
+139
+2% +$5.14K 0.19% 58
2023
Q1 		$245K Buy
6,298
+45
+0.7% +$1.77K 0.21% 56
2022
Q4 		$246K Buy
6,253
+74
+1% +$2.79K 0.22% 56
2022
Q3 		$235K Buy
6,179
+92
+2% +$4.1K 0.22% 59
2022
Q2 		$309K Buy
6,087
+69
+1% +$3.49K 0.29% 44
2022
Q1 		$307K Buy
6,018
+72
+1% +$3.81K 0.27% 45
2021
Q4 		$309K Buy
+5,946
New +$310K 0.27% 46

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

CarsonAllaria Wealth Management's VZ Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its Verizon (VZ) stake by 4% in Q1 2026, buying an estimated $9.92K and bringing the position to 5,528 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #51.

CarsonAllaria Wealth Management first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $309K in Q2 2022. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • CarsonAllaria Wealth Management held 5,528 shares of Verizon worth $277K as of Q1 2026.
  • CarsonAllaria Wealth Management bought 214 Verizon shares in Q1 2026, an estimated $9.92K.
  • Verizon made up 0.14% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #51 holding.
  • CarsonAllaria Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • CarsonAllaria Wealth Management's Verizon position peaked at $309K in Q2 2022.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.