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Evergreen Private Wealth’s Verizon VZ Stock Holding History

Evergreen Private Wealth’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
Q3 		– Sell
-46
Closed -$1.99K – 295
2025
Q2 		$1.99K Buy
+46
New +$1.99K ﹤0.01% 250
2025
Q1 		– Sell
-100
Closed -$4K – 204
2024
Q4 		$4K Hold
100
– – ﹤0.01% 173
2024
Q3 		$4.49K Hold
100
– – ﹤0.01% 173
2024
Q2 		$4.12K Hold
100
– – ﹤0.01% 182
2024
Q1 		$4.2K Hold
100
– – ﹤0.01% 185
2023
Q4 		$3.77K Buy
+100
New +$3.54K ﹤0.01% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evergreen Private Wealth's VZ Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Verizon (VZ) in Q3 2025, closing a stake of 46 shares — an estimated $1.99K sold.

Evergreen Private Wealth first reported a position in VZ in Q4 2023 and held it in 6 quarters. The position peaked at $4.49K in Q3 2024. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 46 Verizon shares in Q3 2025, an estimated $1.99K.
  • Evergreen Private Wealth first reported a position in Verizon in Q4 2023 and held it in 6 quarters.
  • Evergreen Private Wealth's Verizon position peaked at $4.49K in Q3 2024.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.