Evelyn Partners Asset Management’s Verizon VZ Stock Holding History

Evelyn Partners Asset 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
2025 Q1	–	Sell	-69	Closed	-$2.76K	–	252
2024 Q4	$2.76K	Buy	+69	New	+$2.91K	﹤0.01%	231

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Asset Management's VZ Position: Q1 2025 in Review

Evelyn Partners Asset Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 69 shares — an estimated $2.76K sold.

Evelyn Partners Asset Management first reported a position in VZ in Q4 2024 and held it in 1 quarter. The position peaked at $2.76K in Q4 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

Evelyn Partners Asset Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 69 Verizon shares in Q1 2025, an estimated $2.76K.
Evelyn Partners Asset Management first reported a position in Verizon in Q4 2024 and held it in 1 quarter.
Evelyn Partners Asset Management's Verizon position peaked at $2.76K in Q4 2024.
3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2025, filed 4 Aug 2025.