Coston McIsaac & Partners’s Verizon VZ Stock Holding History

Coston McIsaac & 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 Q1	$6.33M	Buy	126,104 +3,741	+3%	+$173K	1.43%	24
2025 Q4	$4.98M	Buy	122,363 +10,352	+9%	+$420K	1.16%	28
2025 Q3	$4.92M	Buy	112,011 +2,547	+2%	+$110K	1.17%	31
2025 Q2	$4.74M	Buy	109,464 +2,476	+2%	+$107K	1.23%	29
2025 Q1	$4.85M	Buy	106,988 +2,979	+3%	+$124K	1.42%	27
2024 Q4	$4.16M	Buy	104,009 +1,199	+1%	+$50.6K	1.23%	29
2024 Q3	$4.62K	Buy	102,810 +80,540	+362%	+$3.36M	1.3%	31
2024 Q2	$917K	Buy	22,270 +3,373	+18%	+$136K	0.29%	54
2024 Q1	$792K	Buy	18,897 +3,779	+25%	+$152K	0.25%	58
2023 Q4	$569K	Buy	15,118 +2,428	+19%	+$85.9K	0.2%	69
2023 Q3	$410K	Buy	12,690 +1,303	+11%	+$44K	0.16%	72
2023 Q2	$423K	Sell	11,387 -88	-0.8%	-$3.26K	0.15%	81
2023 Q1	$446K	Buy	11,475 +2,885	+34%	+$114K	0.17%	80
2022 Q4	$338	Buy	8,590 +1,190	+16%	+$44.8K	0.13%	87
2022 Q3	$281K	Buy	7,400 +24	+0.3%	+$1.07K	0.13%	82
2022 Q2	$374K	Buy	+7,376	New	+$373K	0.23%	57

Other funds holding VZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return