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Fairhaven Wealth Management’s Verizon VZ Stock Holding History

Fairhaven 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
2024
Q4 		$308K Buy
7,691
+395
+5% +$16.7K 0.1% 79
2024
Q3 		$328K Buy
7,296
+2
+0% +$83 0.1% 83
2024
Q2 		$301K Buy
7,294
+341
+5% +$13.7K 0.1% 85
2024
Q1 		$292K Sell
6,953
-18
-0.3% -$726 0.1% 88
2023
Q4 		$263K Sell
6,971
-577
-8% -$20.4K 0.1% 87
2023
Q3 		$245K Buy
7,548
+56
+0.7% +$1.89K 0.1% 90
2023
Q2 		$279K Buy
+7,492
New +$277K 0.11% 89
2022
Q4 		$333K Sell
8,450
-369
-4% -$13.9K 0.14% 68
2022
Q3 		$335K Buy
8,819
+91
+1% +$4.05K 0.15% 66
2022
Q2 		$443K Buy
8,728
+4,017
+85% +$203K 0.21% 51
2022
Q1 		$240K Sell
4,711
-385
-8% -$20.4K 0.1% 101
2021
Q4 		$265K Sell
5,096
-161
-3% -$8.4K 0.1% 87
2021
Q3 		$284K Buy
5,257
+288
+6% +$15.9K 0.12% 81
2021
Q2 		$278K Sell
4,969
-1,183
-19% -$67.9K 0.11% 88
2021
Q1 		$358K Sell
6,152
-5,777
-48% -$326K 0.15% 74
2020
Q4 		$701K Buy
11,929
+44
+0.4% +$2.61K 0.31% 51
2020
Q3 		$707K Sell
11,885
-1,645
-12% -$95.6K 0.42% 46
2020
Q2 		$746K Buy
13,530
+5,992
+79% +$337K 0.49% 42
2020
Q1 		$405K Buy
7,538
+3,681
+95% +$211K 0.37% 47
2019
Q4 		$237K Hold
3,857
– – 0.2% 65
2019
Q3 		$233K Buy
+3,857
New +$222K 0.22% 63
2019
Q2 		– Sell
-3,393
Closed -$201K – 84
2019
Q1 		$201K Buy
+3,393
New +$192K 0.19% 73

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fairhaven Wealth Management's VZ Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Verizon (VZ) stake by 5.4% in Q4 2024, buying an estimated $16.7K and bringing the position to 7,691 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #79.

Fairhaven Wealth Management first reported a position in VZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $746K in Q2 2020. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Fairhaven Wealth Management held 7,691 shares of Verizon worth $308K as of Q4 2024.
  • Fairhaven Wealth Management bought 395 Verizon shares in Q4 2024, an estimated $16.7K.
  • Verizon made up 0.1% of Fairhaven Wealth Management's portfolio in Q4 2024, its #79 holding.
  • Fairhaven Wealth Management first reported a position in Verizon in Q1 2019 and has held it in 22 quarters since.
  • Fairhaven Wealth Management's Verizon position peaked at $746K in Q2 2020.
  • 3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.