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Centricity Wealth Management’s Verizon VZ Stock Holding History

Centricity 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 		$11.2K Hold
258
– – 0.01% 314
2025
Q1 		$11.7K Hold
258
– – 0.01% 307
2024
Q4 		$10.3K Buy
+258
New +$10.9K 0.01% 323

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Centricity Wealth Management's VZ Position: Q2 2025 in Review

Centricity Wealth Management held its Verizon (VZ) position steady in Q2 2025 at 258 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #314.

Centricity Wealth Management first reported a position in VZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.7K in Q1 2025. 3,042 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Centricity Wealth Management held 258 shares of Verizon worth $11.2K as of Q2 2025.
  • Centricity Wealth Management left its Verizon share count unchanged in Q2 2025.
  • Verizon made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #314 holding.
  • Centricity Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Verizon position peaked at $11.7K in Q1 2025.
  • 3,042 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.