Estate Planners Group’s Verizon VZ Stock Holding History

Estate Planners Group’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	–	Sell	-964	Closed	-$39.3K	–	415
2025 Q4	$39.3K	Buy	+964	New	+$39.1K	0.02%	155

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Planners Group's VZ Position: Q1 2026 in Review

Estate Planners Group sold out of Verizon (VZ) in Q1 2026, closing a stake of 964 shares — an estimated $39.3K sold.

Estate Planners Group first reported a position in VZ in Q4 2025 and held it in 1 quarter. The position peaked at $39.3K in Q4 2025. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Estate Planners Group reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 964 Verizon shares in Q1 2026, an estimated $39.3K.
Estate Planners Group first reported a position in Verizon in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Verizon position peaked at $39.3K in Q4 2025.
3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.