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Encompass Wealth Advisors’s Verizon VZ Stock Holding History

Encompass Wealth Advisors’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 		$524K Buy
10,436
+283
+3% +$13.1K 0.18% 56
2025
Q4 		$414K Sell
10,153
-2,600
-20% -$105K 0.14% 70
2025
Q3 		$561K Sell
12,753
-11
-0.1% -$476 0.19% 60
2025
Q2 		$552K Buy
12,764
+123
+1% +$5.33K 0.2% 56
2025
Q1 		$573K Buy
12,641
+51
+0.4% +$2.12K 0.23% 55
2024
Q4 		$503K Buy
12,590
+85
+0.7% +$3.59K 0.2% 59
2024
Q3 		$562K Buy
12,505
+250
+2% +$10.4K 0.14% 136
2024
Q2 		$505K Buy
12,255
+2,289
+23% +$92.3K 0.13% 136
2024
Q1 		$418K Sell
9,966
-2,149
-18% -$86.7K 0.11% 159
2023
Q4 		$457K Sell
12,115
-25
-0.2% -$885 0.14% 135
2023
Q3 		$393K Sell
12,140
-655
-5% -$22.1K 0.13% 135
2023
Q2 		$476K Sell
12,795
-93
-0.7% -$3.44K 0.15% 119
2023
Q1 		$501K Buy
12,888
+564
+5% +$22.2K 0.17% 105
2022
Q4 		$486K Buy
12,324
+44
+0.4% +$1.66K 0.18% 106
2022
Q3 		$466K Sell
12,280
-449
-4% -$20K 0.18% 106
2022
Q2 		$646K Sell
12,729
-423
-3% -$21.4K 0.23% 77
2022
Q1 		$670K Sell
13,152
-1
-0% -$53 0.17% 103
2021
Q4 		$683K Buy
13,153
+582
+5% +$30.4K 0.17% 103
2021
Q3 		$678K Hold
12,571
– – 0.18% 102
2021
Q2 		$704K Sell
12,571
-2,000
-14% -$115K 0.17% 104
2021
Q1 		$853K Buy
14,571
+805
+6% +$45.4K 0.22% 90
2020
Q4 		$809K Buy
+13,766
New +$818K 0.47% 47

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Encompass Wealth Advisors's VZ Position: Q1 2026 in Review

Encompass Wealth Advisors increased its Verizon (VZ) stake by 2.8% in Q1 2026, buying an estimated $13.1K and bringing the position to 10,436 shares worth $524K. The position accounts for 0.18% of the portfolio, ranked #56.

Encompass Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $853K in Q1 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Encompass Wealth Advisors held 10,436 shares of Verizon worth $524K as of Q1 2026.
  • Encompass Wealth Advisors bought 283 Verizon shares in Q1 2026, an estimated $13.1K.
  • Verizon made up 0.18% of Encompass Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Encompass Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Verizon position peaked at $853K in Q1 2021.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.