Encompass Wealth Advisors
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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
Q3 		$1.02M Buy
22,176
+11,722
+112% +$551K 0.15% 64
2026
Q2 		$443K Buy
10,454
+18
+0.2% +$844 0.13% 68
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Encompass Wealth Advisors's VZ Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Verizon (VZ) stake by 112% in Q3 2026, buying an estimated $551K and bringing the position to 22,176 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #64.

Encompass Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 24 quarters since. 2,515 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Encompass Wealth Advisors held 22,176 shares of Verizon worth $1.02M as of Q3 2026.
  • Encompass Wealth Advisors bought 11,722 Verizon shares in Q3 2026, an estimated $551K.
  • Verizon made up 0.15% of Encompass Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Encompass Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 24 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.