EWP
VZ icon

Elevation Wealth Partners’s Verizon VZ Stock Holding History

Elevation Wealth Partners’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
Q3 		$148K Buy
3,237
+2,277
+237% +$107K 0.04% 171
2026
Q2 		$40.6K Buy
960
+46
+5% +$2.16K 0.01% 359
2026
Q1 		$45.9K Sell
914
-1,107
-55% -$51.3K 0.02% 255
2025
Q4 		$82.3K Buy
2,021
+716
+55% +$29K 0.03% 181
2025
Q3 		$57.4K Buy
1,305
+354
+37% +$15.3K 0.02% 228
2025
Q2 		$41.2K Hold
951
– – 0.02% 254
2025
Q1 		$43.2K Hold
951
– – 0.02% 247
2024
Q4 		$38.1K Buy
951
+188
+25% +$7.93K 0.02% 256
2024
Q3 		$34.3K Buy
763
+8
+1% +$334 0.01% 260
2024
Q2 		$31.1K Sell
755
-754
-50% -$30.4K 0.01% 256
2024
Q1 		$63.3K Sell
1,509
-382
-20% -$15.4K 0.03% 198
2023
Q4 		$61.3K Buy
1,891
+1,372
+264% +$48.5K 0.04% 192
2023
Q3 		$16.8K Buy
519
+10
+2% +$338 0.01% 219
2023
Q2 		$18.9K Sell
509
-991
-66% -$36.7K 0.02% 217
2023
Q1 		$58.3K Buy
+1,500
New +$59.2K 0.05% 140

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Elevation Wealth Partners's VZ Position: Q3 2026 in Review

Elevation Wealth Partners increased its Verizon (VZ) stake by 237% in Q3 2026, buying an estimated $107K and bringing the position to 3,237 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #171.

Elevation Wealth Partners first reported a position in VZ in Q1 2023 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Elevation Wealth Partners held 3,237 shares of Verizon worth $148K as of Q3 2026.
  • Elevation Wealth Partners bought 2,277 Verizon shares in Q3 2026, an estimated $107K.
  • Verizon made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #171 holding.
  • Elevation Wealth Partners first reported a position in Verizon in Q1 2023 and has held it in 15 quarters since.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.