Exencial Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.05M | Buy |
60,717
+1,213
| +2% | +$56.2K | 0.09% | 187 |
|
|
2025
Q4 | $2.42M | Sell |
59,504
-1,510
| -2% | -$61.2K | 0.08% | 201 |
|
|
2025
Q3 | $2.68M | Buy |
61,014
+3,454
| +6% | +$150K | 0.09% | 191 |
|
|
2025
Q2 | $2.49M | Sell |
57,560
-4,320
| -7% | -$187K | 0.09% | 195 |
|
|
2025
Q1 | $2.81M | Sell |
61,880
-431
| -0.7% | -$17.9K | 0.1% | 181 |
|
|
2024
Q4 | $2.49M | Sell |
62,311
-2,462
| -4% | -$104K | 0.09% | 189 |
|
|
2024
Q3 | $2.91M | Sell |
64,773
-9,910
| -13% | -$414K | 0.1% | 178 |
|
|
2024
Q2 | $3.08M | Sell |
74,683
-2,342
| -3% | -$94.4K | 0.12% | 175 |
|
|
2024
Q1 | $3.23M | Sell |
77,025
-2,809
| -4% | -$113K | 0.12% | 169 |
|
|
2023
Q4 | $3.01M | Sell |
79,834
-922
| -1% | -$32.6K | 0.12% | 162 |
|
|
2023
Q3 | $2.62M | Sell |
80,756
-12,128
| -13% | -$410K | 0.13% | 154 |
|
|
2023
Q2 | $3.45M | Sell |
92,884
-1,566
| -2% | -$58K | 0.16% | 141 |
|
|
2023
Q1 | $3.67M | Sell |
94,450
-2,837
| -3% | -$112K | 0.19% | 127 |
|
|
2022
Q4 | $3.83M | Buy |
97,287
+5,098
| +6% | +$192K | 0.21% | 129 |
|
|
2022
Q3 | $3.5M | Sell |
92,189
-4,348
| -5% | -$194K | 0.21% | 122 |
|
|
2022
Q2 | $4.9M | Sell |
96,537
-785
| -0.8% | -$39.7K | 0.28% | 113 |
|
|
2022
Q1 | $4.96M | Buy |
97,322
+5,441
| +6% | +$288K | 0.25% | 123 |
|
|
2021
Q4 | $4.77M | Sell |
91,881
-69,011
| -43% | -$3.6M | 0.23% | 132 |
|
|
2021
Q3 | $8.69M | Sell |
160,892
-127,872
| -44% | -$7.07M | 0.38% | 72 |
|
|
2021
Q2 | $16.2M | Buy |
288,764
+729
| +0.3% | +$41.8K | 0.87% | 24 |
|
|
2021
Q1 | $16.7M | Buy |
288,035
+9,392
| +3% | +$530K | 0.99% | 21 |
|
|
2020
Q4 | $16.4M | Sell |
278,643
-197,619
| -41% | -$11.7M | 1.12% | 19 |
|
|
2020
Q3 | $28.3M | Buy |
476,262
+207,660
| +77% | +$12.1M | 1.5% | 7 |
|
|
2020
Q2 | $14.8M | Buy |
268,602
+189,411
| +239% | +$10.7M | 1.28% | 14 |
|
|
2020
Q1 | $4.25M | Buy |
79,191
+539
| +0.7% | +$30.8K | 0.76% | 42 |
|
|
2019
Q4 | $4.83M | Buy |
78,652
+1,350
| +2% | +$81.4K | 0.84% | 41 |
|
|
2019
Q3 | $4.67M | Buy |
77,302
+4,678
| +6% | +$269K | 1% | 29 |
|
|
2019
Q2 | $4.15M | Sell |
72,624
-2,130
| -3% | -$123K | 0.97% | 35 |
|
|
2019
Q1 | $4.42M | Sell |
74,754
-199
| -0.3% | -$11.3K | 1.05% | 30 |
|
|
2018
Q4 | $4.21M | Buy |
74,953
+1,404
| +2% | +$79.7K | 1.13% | 25 |
|
|
2018
Q3 | $3.93M | Sell |
73,549
-2,231
| -3% | -$118K | 0.91% | 33 |
|
|
2018
Q2 | $3.81M | Sell |
75,780
-489
| -0.6% | -$23.7K | 1.06% | 32 |
|
|
2018
Q1 | $3.65M | Sell |
76,269
-3,267
| -4% | -$164K | 1.08% | 34 |
|
|
2017
Q4 | $4.21M | Sell |
79,536
-1,888
| -2% | -$92.8K | 1.27% | 21 |
|
|
2017
Q3 | $4.03M | Sell |
81,424
-401
| -0.5% | -$18.9K | 1.33% | 20 |
|
|
2017
Q2 | $3.65M | Buy |
81,825
+1,177
| +1% | +$54.8K | 1.5% | 21 |
|
|
2017
Q1 | $3.95M | Sell |
80,648
-705
| -0.9% | -$35.4K | 1.71% | 16 |
|
|
2016
Q4 | $4.34M | Buy |
81,353
+2,561
| +3% | +$128K | 1.84% | 12 |
|
|
2016
Q3 | $3.79M | Buy |
78,792
+975
| +1% | +$52.3K | 1.68% | 11 |
|
|
2016
Q2 | $4.34M | Buy |
77,817
+2,078
| +3% | +$108K | 1.96% | 7 |
|
|
2016
Q1 | $4.1M | Buy |
75,739
+2,934
| +4% | +$147K | 1.93% | 8 |
|
|
2015
Q4 | $3.28M | Buy |
72,805
+920
| +1% | +$41.8K | 1.63% | 14 |
|
|
2015
Q3 | $3.13M | Buy |
+71,885
| New | +$3.32M | 1.53% | 21 |
|
|
2015
Q2 | – | Sell |
-73,400
| Closed | -$3.62M | – | 144 |
|
|
2015
Q1 | $3.62M | Buy |
73,400
+1,106
| +2% | +$53.4K | 1.52% | 18 |
|
|
2014
Q4 | $3.38M | Buy |
72,294
+5,113
| +8% | +$250K | 1.5% | 18 |
|
|
2014
Q3 | $3.36M | Buy |
67,181
+15,298
| +29% | +$760K | 1.48% | 18 |
|
|
2014
Q2 | $2.54M | Buy |
51,883
+1,442
| +3% | +$69.9K | 1.08% | 37 |
|
|
2014
Q1 | $2.38M | Buy |
50,441
+6,842
| +16% | +$324K | 0.99% | 37 |
|
|
2013
Q4 | $2.06M | Sell |
43,599
-328
| -0.7% | -$16.1K | 0.94% | 40 |
|
|
2013
Q3 | $2.2M | Sell |
43,927
-1,719
| -4% | -$83.9K | 1.03% | 37 |
|
|
2013
Q2 | $2.24M | Buy |
+45,646
| New | +$2.33M | 1.11% | 33 |
|
Other funds holding VZ
VCM
VPM
Exencial Wealth Advisors's VZ Position: Q1 2026 in Review
Exencial Wealth Advisors increased its Verizon (VZ) stake by 2% in Q1 2026, buying an estimated $56.2K and bringing the position to 60,717 shares worth $3.05M. The position accounts for 0.09% of the portfolio, ranked #187.
Exencial Wealth Advisors first reported a position in VZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $28.3M in Q3 2020. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Exencial Wealth Advisors held 60,717 shares of Verizon worth $3.05M as of Q1 2026.
- Exencial Wealth Advisors bought 1,213 Verizon shares in Q1 2026, an estimated $56.2K.
- Verizon made up 0.09% of Exencial Wealth Advisors's portfolio in Q1 2026, its #187 holding.
- Exencial Wealth Advisors first reported a position in Verizon in Q2 2013 and has held it in 51 quarters since.
- Exencial Wealth Advisors's Verizon position peaked at $28.3M in Q3 2020.
- 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.