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Cypress Financial Planning’s Verizon VZ Stock Holding History

Cypress Financial 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
2025
Q4 		– Sell
-6,038
Closed -$265K – 108
2025
Q3 		$265K Buy
+6,038
New +$261K 0.08% 77
2022
Q3 		– Sell
-4,594
Closed -$233K – 54
2022
Q2 		$233K Buy
+4,594
New +$232K 0.16% 50

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Cypress Financial Planning's VZ Position: Q4 2025 in Review

Cypress Financial Planning sold out of Verizon (VZ) in Q4 2025, closing a stake of 6,038 shares — an estimated $265K sold.

Cypress Financial Planning first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 3,101 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Cypress Financial Planning reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Cypress Financial Planning sold 6,038 Verizon shares in Q4 2025, an estimated $265K.
  • Cypress Financial Planning first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
  • Cypress Financial Planning's Verizon position peaked at $265K in Q3 2025.
  • 3,101 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Cypress Financial Planning's 13F filing for Q4 2025, filed 14 Jan 2026.