EPG Wealth Management
VZ icon

EPG Wealth Management’s Verizon VZ Stock Holding History

EPG Wealth Management’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 		$1.51M Buy
32,907
+2,448
+8% +$115K 0.35% 71
2026
Q2 		$1.29M Sell
30,459
-5,425
-15% -$254K 0.31% 79
2026
Q1 		$1.8M Buy
35,884
+233
+0.7% +$10.8K 0.49% 56
2025
Q4 		$1.45M Sell
35,651
-4,240
-11% -$172K 0.39% 67
2025
Q3 		$1.75M Sell
39,891
-1,284
-3% -$55.6K 0.48% 56
2025
Q2 		$1.78M Buy
41,175
+253
+0.6% +$11K 0.54% 50
2025
Q1 		$1.86M Sell
40,922
-2,748
-6% -$114K 0.52% 48
2024
Q4 		$1.75M Sell
43,670
-1,793
-4% -$75.6K 0.46% 55
2024
Q3 		$2.04M Buy
+45,463
New +$1.9M 0.52% 46
2024
Q2 		– Sell
-49,536
Closed -$2M – 51
2024
Q1 		$2.08M Sell
49,536
-4
-0% -$161 0.51% 47
2023
Q4 		$1.99M Buy
49,540
+2,799
+6% +$99K 0.52% 46
2023
Q3 		$1.51M Buy
46,741
+4,858
+12% +$164K 0.46% 53
2023
Q2 		$1.56M Buy
41,883
+1,072
+3% +$39.7K 0.46% 51
2023
Q1 		$1.59M Buy
40,811
+16,045
+65% +$633K 0.5% 48
2022
Q4 		$976K Buy
24,766
+1,183
+5% +$44.6K 0.37% 65
2022
Q3 		$895K Buy
23,583
+1,308
+6% +$58.3K 0.37% 65
2022
Q2 		$1.13M Buy
22,275
+637
+3% +$32.2K 0.48% 51
2022
Q1 		$1.1M Buy
21,638
+2,489
+13% +$132K 0.38% 58
2021
Q4 		$995K Buy
19,149
+171
+0.9% +$8.92K 0.35% 65
2021
Q3 		$1.02M Sell
18,978
-28
-0.1% -$1.55K 0.41% 51
2021
Q2 		$1.06M Buy
19,006
+7,943
+72% +$456K 0.45% 51
2021
Q1 		$643K Buy
11,063
+1,435
+15% +$81K 0.31% 71
2020
Q4 		$566K Buy
9,628
+1,624
+20% +$96.5K 0.34% 65
2020
Q3 		$476K Buy
8,004
+1,004
+14% +$58.3K 0.35% 65
2020
Q2 		$386K Sell
7,000
-1,105
-14% -$62.2K 0.27% 87
2020
Q1 		$436K Buy
8,105
+2,967
+58% +$170K 0.32% 67
2019
Q4 		$315K Buy
+5,138
New +$310K 0.23% 70

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

EPG Wealth Management's VZ Position: Q3 2026 in Review

EPG Wealth Management increased its Verizon (VZ) stake by 8% in Q3 2026, buying an estimated $115K and bringing the position to 32,907 shares worth $1.51M. The position accounts for 0.35% of the portfolio, ranked #71.

EPG Wealth Management first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.08M in Q1 2024. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • EPG Wealth Management held 32,907 shares of Verizon worth $1.51M as of Q3 2026.
  • EPG Wealth Management bought 2,448 Verizon shares in Q3 2026, an estimated $115K.
  • Verizon made up 0.35% of EPG Wealth Management's portfolio in Q3 2026, its #71 holding.
  • EPG Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • EPG Wealth Management's Verizon position peaked at $2.08M in Q1 2024.
  • 2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.