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Collaborative Wealth Management’s Verizon VZ Stock Holding History

Collaborative 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 		– Sell
-6,091
Closed -$248K – 246
2025
Q4 		$248K Buy
+6,091
New +$247K 0.09% 194

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

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

Collaborative Wealth Management sold out of Verizon (VZ) in Q1 2026, closing a stake of 6,091 shares — an estimated $248K sold.

Collaborative Wealth Management first reported a position in VZ in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 6,091 Verizon shares in Q1 2026, an estimated $248K.
  • Collaborative Wealth Management first reported a position in Verizon in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Verizon position peaked at $248K in Q4 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.