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Compass Planning Associates’s Verizon VZ Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-507
Closed -$21.9K – 119
2025
Q2 		$21.9K Buy
507
+8
+2% +$346 0.02% 79
2025
Q1 		$22.6K Buy
499
+8
+2% +$333 0.02% 79
2024
Q4 		$19.6K Buy
+491
New +$20.7K 0.02% 84

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Planning Associates's VZ Position: Q3 2025 in Review

Compass Planning Associates sold out of Verizon (VZ) in Q3 2025, closing a stake of 507 shares — an estimated $21.9K sold.

Compass Planning Associates first reported a position in VZ in Q4 2024 and held it in 3 quarters. The position peaked at $22.6K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Compass Planning Associates reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 507 Verizon shares in Q3 2025, an estimated $21.9K.
  • Compass Planning Associates first reported a position in Verizon in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Verizon position peaked at $22.6K in Q1 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.