EWM
VZ icon

Evolution Wealth Management’s Verizon VZ Stock Holding History

Evolution 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
Q1 		$96.2K Buy
1,917
+37
+2% +$1.72K 0.07% 181
2025
Q4 		$76.6K Sell
1,880
-12,062
-87% -$489K 0.06% 194
2025
Q3 		$613K Sell
13,942
-394
-3% -$17.1K 0.63% 37
2025
Q2 		$620K Buy
+14,336
New +$621K 0.76% 26

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Evolution Wealth Management's VZ Position: Q1 2026 in Review

Evolution Wealth Management increased its Verizon (VZ) stake by 2% in Q1 2026, buying an estimated $1.72K and bringing the position to 1,917 shares worth $96.2K. The position accounts for 0.07% of the portfolio, ranked #181.

Evolution Wealth Management first reported a position in VZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $620K in Q2 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Evolution Wealth Management held 1,917 shares of Verizon worth $96.2K as of Q1 2026.
  • Evolution Wealth Management bought 37 Verizon shares in Q1 2026, an estimated $1.72K.
  • Verizon made up 0.07% of Evolution Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Evolution Wealth Management first reported a position in Verizon in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Verizon position peaked at $620K in Q2 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.