Congress Wealth Management’s Verizon VZ Stock Holding History

Congress 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	$31.1M	Buy	718,943 +76,740	+12%	+$3.32M	0.3%	76
2025 Q1	$29M	Buy	642,203 +140,299	+28%	+$5.84M	0.35%	66
2024 Q4	$20.1M	Sell	501,904 -21,504	-4%	-$907K	0.28%	97
2024 Q3	$23.5M	Buy	523,408 +433,733	+484%	+$18.1M	0.31%	79
2024 Q2	$3.7M	Buy	89,675 +78,603	+710%	+$3.17M	0.06%	286
2024 Q1	$465K	Sell	11,072 -22,694	-67%	-$915K	0.01%	455
2023 Q4	$1.27M	Buy	33,766 +21,125	+167%	+$747K	0.02%	366
2023 Q3	$410K	Sell	12,641 -1,970	-13%	-$66.6K	0.01%	483
2023 Q2	$543K	Sell	14,611 -215,159	-94%	-$7.96M	0.01%	405
2023 Q1	$8.94M	Buy	229,770 +58,996	+35%	+$2.33M	0.22%	139
2022 Q4	$6.73M	Sell	170,774 -20,180	-11%	-$760K	0.17%	161
2022 Q3	$7.25M	Buy	190,954 +5,144	+3%	+$229K	0.2%	155
2022 Q2	$9.43M	Sell	185,810 -2,574	-1%	-$130K	0.24%	125
2022 Q1	$9.6M	Buy	188,384 +60,381	+47%	+$3.2M	0.21%	147
2021 Q4	$6.65M	Buy	+128,003	New	+$6.68M	0.13%	190

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Congress Wealth Management increased its Verizon (VZ) stake by 12% in Q2 2025, buying an estimated $3.32M and bringing the position to 718,943 shares worth $31.1M. The position accounts for 0.3% of the portfolio, ranked #76.

Congress Wealth Management first reported a position in VZ in Q4 2021 and has held it in 15 quarters since. 3,044 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Congress Wealth Management held 718,943 shares of Verizon worth $31.1M as of Q2 2025.
Congress Wealth Management bought 76,740 Verizon shares in Q2 2025, an estimated $3.32M.
Verizon made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #76 holding.
Congress Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 15 quarters since.
3,044 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.