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Compass Ion Advisors’s Verizon VZ Stock Holding History

Compass Ion Advisors’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 		$588K Sell
11,704
-422
-3% -$19.6K 0.06% 159
2025
Q4 		$494K Sell
12,126
-846
-7% -$34.3K 0.05% 176
2025
Q3 		$570K Sell
12,972
-1,700
-12% -$73.6K 0.06% 168
2025
Q2 		$635K Buy
14,672
+66
+0.5% +$2.86K 0.07% 149
2025
Q1 		$663K Sell
14,606
-153
-1% -$6.37K 0.08% 140
2024
Q4 		$590K Sell
14,759
-1,456
-9% -$61.4K 0.07% 150
2024
Q3 		$728K Sell
16,215
-1,003
-6% -$41.9K 0.09% 122
2024
Q2 		$722K Hold
17,218
– – 0.1% 107
2024
Q1 		$722K Buy
17,218
+149
+0.9% +$6.01K 0.1% 108
2023
Q4 		$644K Sell
17,069
-2,300
-12% -$81.4K 0.1% 119
2023
Q3 		$628K Buy
+19,369
New +$654K 0.11% 123
2022
Q3 		– Sell
-4,680
Closed -$238K – 82
2022
Q2 		$238K Buy
4,680
+43
+0.9% +$2.17K 0.07% 66
2022
Q1 		$236K Sell
4,637
-11,474
-71% -$608K 0.07% 76
2021
Q4 		$837K Buy
16,111
+11,702
+265% +$611K 0.27% 42
2021
Q3 		$238K Sell
4,409
-310
-7% -$17.1K 0.09% 78
2021
Q2 		$264K Sell
4,719
-715
-13% -$41K 0.1% 69
2021
Q1 		$316K Sell
5,434
-1,417
-21% -$80K 0.13% 64
2020
Q4 		$403K Buy
6,851
+135
+2% +$8.02K 0.16% 50
2020
Q3 		$400K Buy
6,716
+112
+2% +$6.51K 0.25% 44
2020
Q2 		$364K Buy
6,604
+148
+2% +$8.32K 0.32% 38
2020
Q1 		$347K Sell
6,456
-1,132
-15% -$64.8K 0.31% 30
2019
Q4 		$466K Buy
+7,588
New +$458K 0.24% 30

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

Compass Ion Advisors's VZ Position: Q1 2026 in Review

Compass Ion Advisors reduced its Verizon (VZ) stake by 3.5% in Q1 2026, selling an estimated $19.6K and leaving 11,704 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #159.

Compass Ion Advisors first reported a position in VZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $837K in Q4 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Compass Ion Advisors held 11,704 shares of Verizon worth $588K as of Q1 2026.
  • Compass Ion Advisors sold 422 Verizon shares in Q1 2026, an estimated $19.6K.
  • Verizon made up 0.06% of Compass Ion Advisors's portfolio in Q1 2026, its #159 holding.
  • Compass Ion Advisors first reported a position in Verizon in Q4 2019 and has held it in 22 quarters since.
  • Compass Ion Advisors's Verizon position peaked at $837K in Q4 2021.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.