EdgeRock Capital’s Verizon VZ Stock Holding History

EdgeRock Capital’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	$263K	Buy	+5,243	New	+$243K	0.07%	110
2025 Q4	–	Sell	-4,703	Closed	-$207K	–	133
2025 Q3	$207K	Sell	4,703 -1	-0%	-$43	0.06%	117
2025 Q2	$202K	Sell	4,704 -407	-8%	-$17.6K	0.06%	108
2025 Q1	$232K	Sell	5,111 -113	-2%	-$4.7K	0.17%	65
2024 Q4	$209K	Buy	5,224 +275	+6%	+$11.6K	0.14%	67
2024 Q3	$222K	Buy	4,949 +292	+6%	+$12.2K	0.16%	67
2024 Q2	$192K	Buy	+4,657	New	+$188K	0.15%	55
2024 Q1	–	Sell	-3,896	Closed	-$164K	–	302
2023 Q4	$164K	Buy	+3,896	New	+$138K	0.12%	59
2022 Q4	–	Sell	-1,508	Closed	-$57K	–	388
2022 Q3	$57K	Buy	+1,508	New	+$67.2K	0.03%	99

Other funds holding VZ

BlackRock New York $5.72T 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