Cassaday & Co Wealth Management’s Verizon VZ Stock Holding History

Cassaday & Co 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	$1.3M	Sell	25,897 -14,782	-36%	-$685K	0.03%	114
2025 Q4	$1.66M	Buy	40,679 +3,867	+11%	+$157K	0.03%	102
2025 Q3	$1.62M	Buy	36,812 +2,430	+7%	+$105K	0.04%	102
2025 Q2	$1.49M	Sell	34,382 -260	-0.8%	-$11.3K	0.04%	101
2025 Q1	$1.57M	Buy	34,642 +408	+1%	+$17K	0.04%	87
2024 Q4	$1.37M	Buy	34,234 +11,254	+49%	+$475K	0.04%	90
2024 Q3	$1.03M	Sell	22,980 -805	-3%	-$33.6K	0.03%	110
2024 Q2	$981K	Sell	23,785 -91	-0.4%	-$3.67K	0.03%	105
2024 Q1	$1M	Buy	23,876 +1,936	+9%	+$78.1K	0.03%	103
2023 Q4	$827K	Sell	21,940 -1,781	-8%	-$63K	0.03%	110
2023 Q3	$769K	Buy	23,721 +332	+1%	+$11.2K	0.03%	106
2023 Q2	$870K	Sell	23,389 -817	-3%	-$30.2K	0.03%	105
2023 Q1	$941K	Buy	24,206 +1,108	+5%	+$43.7K	0.04%	98
2022 Q4	$910K	Buy	+23,098	New	+$870K	0.04%	97

Other funds holding VZ

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassaday & Co Wealth Management's VZ Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Verizon (VZ) stake by 36% in Q1 2026, selling an estimated $685K and leaving 25,897 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #114.

Cassaday & Co Wealth Management first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2025. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Cassaday & Co Wealth Management held 25,897 shares of Verizon worth $1.3M as of Q1 2026.
Cassaday & Co Wealth Management sold 14,782 Verizon shares in Q1 2026, an estimated $685K.
Verizon made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #114 holding.
Cassaday & Co Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Verizon position peaked at $1.66M in Q4 2025.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.