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Essential Planning’s Verizon VZ Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-295,147
Closed -$12.5M – 299
2024
Q4 		$12.5M Buy
295,147
+290,617
+6,415% +$12.3M 0.08% 72
2024
Q3 		$203K Buy
+4,530
New +$189K 0.08% 82
2024
Q2 		– Sell
-5,445
Closed -$205K – 76
2024
Q1 		$205K Hold
5,445
– – 0.1% 61
2023
Q4 		$205K Buy
+5,445
New +$193K 0.1% 60

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essential Planning's VZ Position: Q1 2025 in Review

Essential Planning sold out of Verizon (VZ) in Q1 2025, closing a stake of 295,147 shares — an estimated $12.5M sold.

Essential Planning first reported a position in VZ in Q4 2023 and held it in 4 quarters. The position peaked at $12.5M in Q4 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Essential Planning reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 295,147 Verizon shares in Q1 2025, an estimated $12.5M.
  • Essential Planning first reported a position in Verizon in Q4 2023 and held it in 4 quarters.
  • Essential Planning's Verizon position peaked at $12.5M in Q4 2024.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.