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Coastline Complete Wealth’s Verizon VZ Stock Holding History

Coastline Complete Wealth’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 		$279K Buy
5,550
+247
+5% +$11.4K 0.17% 47
2025
Q4 		$216K Buy
+5,303
New +$215K 0.14% 49

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coastline Complete Wealth's VZ Position: Q1 2026 in Review

Coastline Complete Wealth increased its Verizon (VZ) stake by 4.7% in Q1 2026, buying an estimated $11.4K and bringing the position to 5,550 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #47.

Coastline Complete Wealth first reported a position in VZ in Q4 2025 and has held it in 2 quarters since. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Coastline Complete Wealth held 5,550 shares of Verizon worth $279K as of Q1 2026.
  • Coastline Complete Wealth bought 247 Verizon shares in Q1 2026, an estimated $11.4K.
  • Verizon made up 0.17% of Coastline Complete Wealth's portfolio in Q1 2026, its #47 holding.
  • Coastline Complete Wealth first reported a position in Verizon in Q4 2025 and has held it in 2 quarters since.
  • 3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.