Ellevest Inc’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$805K Sell
16,042
-14
-0.1% -$649 0.11% 134
2025
Q4
$654K Buy
16,056
+72
+0.5% +$2.92K 0.09% 158
2025
Q3
$702K Sell
15,984
-3,329
-17% -$144K 0.1% 147
2025
Q2
$836K Sell
19,313
-727
-4% -$31.5K 0.13% 113
2025
Q1
$909K Sell
20,040
-452
-2% -$18.8K 0.06% 114
2024
Q4
$819K Sell
20,492
-203
-1% -$8.56K 0.05% 129
2024
Q3
$929K Sell
20,695
-181
-0.9% -$7.55K 0.05% 115
2024
Q2
$861K Buy
20,876
+113
+0.5% +$4.55K 0.05% 114
2024
Q1
$871K Sell
20,763
-834
-4% -$33.6K 0.05% 115
2023
Q4
$814K Sell
21,597
-3,477
-14% -$123K 0.06% 106
2023
Q3
$813K Buy
25,074
+4,626
+23% +$156K 0.06% 82
2023
Q2
$760K Sell
20,448
-546
-3% -$20.2K 0.06% 88
2023
Q1
$816K Sell
20,994
-1,437
-6% -$56.7K 0.06% 73
2022
Q4
$884K Buy
22,431
+7,210
+47% +$272K 0.07% 70
2022
Q3
$578K Sell
15,221
-138
-0.9% -$6.15K 0.05% 92
2022
Q2
$779K Sell
15,359
-5,639
-27% -$285K 0.07% 65
2022
Q1
$1.07M Buy
20,998
+5,280
+34% +$280K 0.09% 54
2021
Q4
$817K Buy
15,718
+2,435
+18% +$127K 0.07% 62
2021
Q3
$717K Sell
13,283
-3,046
-19% -$168K 0.07% 70
2021
Q2
$915K Buy
16,329
+2,814
+21% +$161K 0.09% 50
2021
Q1
$786K Sell
13,515
-1,398
-9% -$78.9K 0.09% 55
2020
Q4
$876K Sell
14,913
-319
-2% -$18.9K 0.13% 44
2020
Q3
$906K Buy
15,232
+619
+4% +$36K 0.16% 43
2020
Q2
$806K Buy
14,613
+1,605
+12% +$90.3K 0.17% 39
2020
Q1
$699K Buy
13,008
+7,900
+155% +$452K 0.19% 33
2019
Q4
$314K Buy
5,108
+1,214
+31% +$73.2K 0.09% 40
2019
Q3
$235K Sell
3,894
-487
-11% -$28K 0.08% 49
2019
Q2
$250K Buy
4,381
+405
+10% +$23.3K 0.1% 45
2019
Q1
$235K Buy
3,976
+95
+2% +$5.38K 0.11% 43
2018
Q4
$218K Buy
+3,881
New +$220K 0.11% 56

Other funds holding VZ

Ellevest Inc's VZ Position: Q1 2026 in Review

Ellevest Inc reduced its Verizon (VZ) stake by 0.09% in Q1 2026, selling an estimated $649 and leaving 16,042 shares worth $805K. The position accounts for 0.11% of the portfolio, ranked #134.

Ellevest Inc first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.07M in Q1 2022. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Ellevest Inc held 16,042 shares of Verizon worth $805K as of Q1 2026.
  • Ellevest Inc sold 14 Verizon shares in Q1 2026, an estimated $649.
  • Verizon made up 0.11% of Ellevest Inc's portfolio in Q1 2026, its #134 holding.
  • Ellevest Inc first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's Verizon position peaked at $1.07M in Q1 2022.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.