EFH
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Eaton Financial Holdings’s Verizon VZ Stock Holding History

Eaton Financial Holdings’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 		– Sell
-5,782
Closed -$236K – 143
2025
Q4 		$236K Sell
5,782
-702
-11% -$28.5K 0.06% 123
2025
Q3 		$285K Sell
6,484
-2,131
-25% -$92.2K 0.08% 113
2025
Q2 		$373K Sell
8,615
-3
-0% -$130 0.11% 94
2025
Q1 		$391K Sell
8,618
-2,183
-20% -$90.9K 0.16% 51
2024
Q4 		$432K Sell
10,801
-5,367
-33% -$226K 0.17% 52
2024
Q3 		$726K Buy
+16,168
New +$675K 0.3% 42
2024
Q1 		$672K Buy
16,025
+228
+1% +$9.2K 0.35% 40
2023
Q4 		$596K Sell
15,797
-1,075
-6% -$38K 0.14% 115
2023
Q3 		$547K Sell
16,872
-6,088
-27% -$206K 0.15% 119
2023
Q2 		$854K Buy
22,960
+2,933
+15% +$109K 0.64% 27
2023
Q1 		$779K Buy
20,027
+10,281
+105% +$405K 0.61% 26
2022
Q4 		$384K Buy
+9,746
New +$367K 0.33% 47

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eaton Financial Holdings's VZ Position: Q1 2026 in Review

Eaton Financial Holdings sold out of Verizon (VZ) in Q1 2026, closing a stake of 5,782 shares — an estimated $236K sold.

Eaton Financial Holdings first reported a position in VZ in Q4 2022 and held it in 12 quarters. The position peaked at $854K in Q2 2023. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Eaton Financial Holdings reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Eaton Financial Holdings sold 5,782 Verizon shares in Q1 2026, an estimated $236K.
  • Eaton Financial Holdings first reported a position in Verizon in Q4 2022 and held it in 12 quarters.
  • Eaton Financial Holdings's Verizon position peaked at $854K in Q2 2023.
  • 3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Eaton Financial Holdings's 13F filing for Q1 2026, filed 15 Apr 2026.