Core Wealth Partners
VZ icon

Core Wealth Partners’s Verizon VZ Stock Holding History

Core Wealth Partners’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
Q3 		$741K Sell
16,145
-511
-3% -$24K 0.3% 80
2026
Q2 		$705K Buy
16,656
+267
+2% +$12.5K 0.3% 77
2026
Q1 		$823K Sell
16,389
-118
-0.7% -$5.47K 0.38% 61
2025
Q4 		$672K Buy
16,507
+643
+4% +$26.1K 0.3% 75
2025
Q3 		$697K Sell
15,864
-176
-1% -$7.62K 0.32% 66
2025
Q2 		$694K Sell
16,040
-1,231
-7% -$53.3K 0.35% 67
2025
Q1 		$783K Sell
17,271
-3,885
-18% -$162K 0.46% 55
2024
Q4 		$846K Buy
21,156
+1,183
+6% +$49.9K 0.48% 51
2024
Q3 		$897K Buy
19,973
+3,544
+22% +$148K 0.54% 51
2024
Q2 		$678K Buy
+16,429
New +$662K 0.46% 49
2023
Q3 		– Sell
-6,578
Closed -$245K – 116
2023
Q2 		$245K Hold
6,578
– – 0.23% 84
2023
Q1 		$256K Sell
6,578
-1,760
-21% -$69.4K 0.26% 74
2022
Q4 		$451K Buy
+8,338
New +$314K 0.51% 51

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Core Wealth Partners's VZ Position: Q3 2026 in Review

Core Wealth Partners reduced its Verizon (VZ) stake by 3.1% in Q3 2026, selling an estimated $24K and leaving 16,145 shares worth $741K. The position accounts for 0.3% of the portfolio, ranked #80.

Core Wealth Partners first reported a position in VZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $897K in Q3 2024. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Core Wealth Partners held 16,145 shares of Verizon worth $741K as of Q3 2026.
  • Core Wealth Partners sold 511 Verizon shares in Q3 2026, an estimated $24K.
  • Verizon made up 0.3% of Core Wealth Partners's portfolio in Q3 2026, its #80 holding.
  • Core Wealth Partners first reported a position in Verizon in Q4 2022 and has held it in 13 quarters since.
  • Core Wealth Partners's Verizon position peaked at $897K in Q3 2024.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.