EFG Asset Management (Americas)’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$831K Sell
18,911
-1,852
-9% -$80.2K 0.14% 123
2025
Q2
$898K Sell
20,763
-3,697
-15% -$160K 0.17% 120
2025
Q1
$1.11M Buy
24,460
+650
+3% +$27.1K 0.22% 109
2024
Q4
$952K Buy
23,810
+418
+2% +$17.6K 0.19% 106
2024
Q3
$1.05M Sell
23,392
-72
-0.3% -$3K 0.21% 101
2024
Q2
$968K Buy
23,464
+6,604
+39% +$266K 0.19% 105
2024
Q1
$707K Sell
16,860
-4,709
-22% -$190K 0.22% 103
2023
Q4
$813K Sell
21,569
-629
-3% -$22.3K 0.18% 106
2023
Q3
$719K Sell
22,198
-4,070
-15% -$138K 0.17% 103
2023
Q2
$977K Sell
26,268
-233
-0.9% -$8.62K 0.23% 96
2023
Q1
$1.03M Buy
26,501
+823
+3% +$32.5K 0.25% 95
2022
Q4
$1.01M Buy
25,678
+1,350
+6% +$50.9K 0.25% 93
2022
Q3
$924K Sell
24,328
-528
-2% -$23.5K 0.23% 93
2022
Q2
$1.26M Buy
24,856
+3,460
+16% +$175K 0.3% 79
2022
Q1
$1.09M Buy
21,396
+6,843
+47% +$362K 0.2% 87
2021
Q4
$756K Sell
14,553
-1,872
-11% -$97.7K 0.13% 101
2021
Q3
$887K Buy
16,425
+826
+5% +$45.7K 0.16% 95
2021
Q2
$874K Buy
15,599
+671
+4% +$38.5K 0.16% 99
2021
Q1
$868K Sell
14,928
-15,292
-51% -$863K 0.18% 98
2020
Q4
$1.78M Buy
30,220
+873
+3% +$51.9K 0.36% 74
2020
Q3
$1.75M Buy
29,347
+2,353
+9% +$137K 0.39% 72
2020
Q2
$1.49M Buy
26,994
+3,054
+13% +$172K 0.39% 75
2020
Q1
$1.29M Buy
23,940
+1,716
+8% +$98.2K 0.41% 77
2019
Q4
$1.37M Buy
22,224
+11,491
+107% +$693K 0.36% 81
2019
Q3
$654K Buy
10,733
+2,902
+37% +$167K 0.2% 88
2019
Q2
$453K Sell
7,831
-386
-5% -$22.2K 0.13% 101
2019
Q1
$474K Buy
8,217
+2,433
+42% +$138K 0.14% 94
2018
Q4
$331K Sell
5,784
-412
-7% -$23.4K 0.12% 94
2018
Q3
$336K Sell
6,196
-815
-12% -$43.1K 0.1% 100
2018
Q2
$359K Sell
7,011
-1,761
-20% -$85.2K 0.11% 105
2018
Q1
$424K Sell
8,772
-2,587
-23% -$130K 0.18% 97
2017
Q4
$668K Sell
11,359
-731
-6% -$35.9K 0.24% 85
2017
Q3
$651K Sell
12,090
-2,524
-17% -$119K 0.25% 73
2017
Q2
$762K Buy
14,614
+1,610
+12% +$75K 0.29% 77
2017
Q1
$712K Sell
13,004
-4,149
-24% -$208K 0.27% 79
2016
Q4
$976K Sell
17,153
-28,665
-63% -$1.43M 0.42% 68
2016
Q3
$2.4M Sell
45,818
-2,995
-6% -$161K 1.02% 31
2016
Q2
$2.73M Buy
48,813
+9,793
+25% +$508K 1.28% 23
2016
Q1
$2.11M Buy
39,020
+5,448
+16% +$272K 1.06% 32
2015
Q4
$1.4M Buy
33,572
+13,987
+71% +$635K 0.87% 34
2015
Q3
$852K Sell
19,585
-2,655
-12% -$123K 0.53% 49
2015
Q2
$1.1M Buy
22,240
+1,993
+10% +$97.6K 0.68% 23
2015
Q1
$985K Buy
20,247
+7,941
+65% +$383K 0.77% 16
2014
Q4
$576K Buy
12,306
+7,257
+144% +$355K 0.35% 38
2014
Q3
$255K Buy
5,049
+655
+15% +$32.6K 0.25% 23
2014
Q2
$215K Buy
4,394
+3,428
+355% +$166K 0.19% 22
2014
Q1
$46K Buy
966
+152
+19% +$7.19K 0.04% 84
2013
Q4
$40K Buy
+814
New +$40K 0.04% 86

Other funds holding VZ

EFG Asset Management (Americas)'s VZ Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Verizon (VZ) stake by 8.9% in Q3 2025, selling an estimated $80.2K and leaving 18,911 shares worth $831K. The position accounts for 0.14% of the portfolio, ranked #123.

EFG Asset Management (Americas) first reported a position in VZ in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.73M in Q2 2016. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • EFG Asset Management (Americas) held 18,911 shares of Verizon worth $831K as of Q3 2025.
  • EFG Asset Management (Americas) sold 1,852 Verizon shares in Q3 2025, an estimated $80.2K.
  • Verizon made up 0.14% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #123 holding.
  • EFG Asset Management (Americas) first reported a position in Verizon in Q4 2013 and has held it in 48 quarters since.
  • EFG Asset Management (Americas)'s Verizon position peaked at $2.73M in Q2 2016.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.