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Dakota Wealth Management’s Verizon VZ Stock Holding History

Dakota 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
2026
Q1 		$9.81M Buy
195,387
+17,146
+10% +$795K 0.21% 108
2025
Q4 		$7.26M Buy
178,241
+15,629
+10% +$634K 0.13% 132
2025
Q3 		$7.15M Sell
162,612
-7,345
-4% -$318K 0.14% 129
2025
Q2 		$7.35M Buy
169,957
+17,286
+11% +$749K 0.15% 119
2025
Q1 		$6.93M Sell
152,671
-6,363
-4% -$265K 0.16% 117
2024
Q4 		$6.36M Sell
159,034
-20,033
-11% -$845K 0.15% 127
2024
Q3 		$8.04M Sell
179,067
-5,539
-3% -$231K 0.18% 111
2024
Q2 		$7.61M Buy
184,606
+3,245
+2% +$131K 0.18% 107
2024
Q1 		$7.61M Buy
181,361
+31,756
+21% +$1.28M 0.19% 114
2023
Q4 		$5.64M Sell
149,605
-14,496
-9% -$513K 0.22% 113
2023
Q3 		$5.32M Buy
164,101
+14,083
+9% +$476K 0.23% 109
2023
Q2 		$5.58M Buy
150,018
+48,359
+48% +$1.79M 0.26% 97
2023
Q1 		$3.95M Sell
101,659
-1,082
-1% -$42.7K 0.26% 99
2022
Q4 		$4.05M Sell
102,741
-15,563
-13% -$586K 0.29% 86
2022
Q3 		$4.49M Buy
118,304
+18,780
+19% +$836K 0.36% 68
2022
Q2 		$5.05M Buy
99,524
+5,453
+6% +$276K 0.47% 55
2022
Q1 		$4.79M Buy
94,071
+79,932
+565% +$4.23M 0.39% 74
2021
Q4 		$734K Sell
14,139
-52,368
-79% -$2.73M 0.08% 204
2021
Q3 		$3.59M Buy
66,507
+1,196
+2% +$66.2K 0.41% 67
2021
Q2 		$3.66M Buy
65,311
+7,661
+13% +$440K 0.44% 66
2021
Q1 		$3.35M Sell
57,650
-94,254
-62% -$5.32M 0.44% 65
2020
Q4 		$8.92M Buy
151,904
+16,193
+12% +$962K 1.16% 19
2020
Q3 		$8.07M Buy
135,711
+57,468
+73% +$3.34M 1.27% 17
2020
Q2 		$4.31M Buy
78,243
+1,698
+2% +$95.5K 0.74% 38
2020
Q1 		$4.11M Sell
76,545
-79,390
-51% -$4.54M 0.9% 33
2019
Q4 		$9.57M Buy
155,935
+2,155
+1% +$130K 1.54% 10
2019
Q3 		$9.28M Buy
153,780
+3,705
+2% +$213K 1.6% 13
2019
Q2 		$8.58M Buy
150,075
+12,302
+9% +$709K 1.64% 14
2019
Q1 		$8.15M Buy
137,773
+35,897
+35% +$2.03M 1.62% 13
2018
Q4 		$5.48M Buy
101,876
+779
+0.8% +$44.2K 1.24% 20
2018
Q3 		$5.4M Buy
101,097
+70,558
+231% +$3.73M 1.21% 20
2018
Q2 		$1.54M Buy
30,539
+23,913
+361% +$1.16M 0.43% 57
2018
Q1 		$317K Buy
6,626
+30
+0.5% +$1.51K 0.16% 63
2017
Q4 		$349K Hold
6,596
– – 0.19% 54
2017
Q3 		$326K Buy
6,596
+205
+3% +$9.64K 0.18% 51
2017
Q2 		$285K Buy
6,391
+22
+0.3% +$1.02K 0.16% 53
2017
Q1 		$310K Hold
6,369
– – 0.18% 52
2016
Q4 		$340K Hold
6,369
– – 0.22% 41
2016
Q3 		$331K Buy
6,369
+300
+5% +$16.1K 0.21% 42
2016
Q2 		$339K Hold
6,069
– – 0.23% 41
2016
Q1 		$328K Hold
6,069
– – 0.24% 41
2015
Q4 		$281K Hold
6,069
– – 0.19% 44
2015
Q3 		$264K Hold
6,069
– – 0.18% 43
2015
Q2 		$283K Buy
6,069
+488
+9% +$23.9K 0.17% 46
2015
Q1 		$271K Sell
5,581
-185
-3% -$8.93K 0.16% 46
2014
Q4 		$269K Buy
+5,766
New +$282K 0.17% 48

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dakota Wealth Management's VZ Position: Q1 2026 in Review

Dakota Wealth Management increased its Verizon (VZ) stake by 9.6% in Q1 2026, buying an estimated $795K and bringing the position to 195,387 shares worth $9.81M. The position accounts for 0.21% of the portfolio, ranked #108.

Dakota Wealth Management first reported a position in VZ in Q4 2014 and has held it in 46 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Dakota Wealth Management held 195,387 shares of Verizon worth $9.81M as of Q1 2026.
  • Dakota Wealth Management bought 17,146 Verizon shares in Q1 2026, an estimated $795K.
  • Verizon made up 0.21% of Dakota Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Dakota Wealth Management first reported a position in Verizon in Q4 2014 and has held it in 46 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.