Creative Planning’s Verizon VZ Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-2,000	Closed	-$5.54K	–	3048
2023 Q2	$5.54K	Hold	2,000	–	–	﹤0.01%	2568
2023 Q1	$9.18K	Buy	+2,000	New	+$78.9K	﹤0.01%	2468
2021 Q2	–	Sell	-17,000	Closed	-$43K	–	2603
2021 Q1	$43K	Buy	+17,000	New	+$959K	﹤0.01%	2367
2019 Q4	–	Sell	-200	Closed	-$1K	–	2124
2019 Q3	$1K	Buy	+200	New	+$11.5K	﹤0.01%	1982
2017 Q1	–	Sell	-400	Closed	-$1K	–	4926
2016 Q4	$1K	Buy	+400	New	+$20K	﹤0.01%	4500
2015 Q3	–	Sell	-20,000	Closed	-$54K	–	4365
2015 Q2	$54K	Buy	+20,000	New	+$979K	﹤0.01%	1030
2015 Q1	–	Sell	-1,000	Closed	-$2K	–	4431
2014 Q4	$2K	Sell	1,000 -1,000	-50%	-$48.9K	﹤0.01%	3858
2014 Q3	$9K	Sell	2,000 -3,000	-60%	-$149K	﹤0.01%	3018
2014 Q2	$19K	Hold	5,000	–	–	﹤0.01%	2528
2014 Q1	$16K	Buy	+5,000	New	+$236K	﹤0.01%	2521

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Creative Planning's VZ Position: Q1 2026 in Review

Creative Planning increased its Verizon (VZ) stake by 15% in Q1 2026, buying an estimated $8.3M and bringing the position to 1,396,232 shares worth $70.1M. The position accounts for 0.05% of the portfolio, ranked #168.

Creative Planning first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Creative Planning held 1,396,232 shares of Verizon worth $70.1M as of Q1 2026.
Creative Planning bought 178,995 Verizon shares in Q1 2026, an estimated $8.3M.
Verizon made up 0.05% of Creative Planning's portfolio in Q1 2026, its #168 holding.
Creative Planning first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.