Financial Engines 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
$1.19M Sell
23,792
-686
-3% -$31.8K ﹤0.01% 284
2025
Q4
$997K Sell
24,478
-21,299
-47% -$864K ﹤0.01% 316
2025
Q3
$2.01M Buy
45,777
+3,563
+8% +$154K ﹤0.01% 240
2025
Q2
$1.83M Buy
42,214
+2,699
+7% +$117K ﹤0.01% 229
2025
Q1
$1.79M Sell
39,515
-3,124
-7% -$130K ﹤0.01% 198
2024
Q4
$1.71M Buy
42,639
+17,580
+70% +$742K ﹤0.01% 211
2024
Q3
$1.13M Buy
+25,059
New +$1.05M ﹤0.01% 226
2024
Q2
Sell
-27,726
Closed -$1.16M 368
2024
Q1
$1.16M Sell
27,726
-4,980
-15% -$201K ﹤0.01% 189
2023
Q4
$1.23M Buy
32,706
+2,656
+9% +$94K ﹤0.01% 176
2023
Q3
$974K Buy
30,050
+1,140
+4% +$38.5K ﹤0.01% 168
2023
Q2
$1.08M Sell
28,910
-916
-3% -$33.9K ﹤0.01% 166
2023
Q1
$1.16M Sell
29,826
-69
-0.2% -$2.72K ﹤0.01% 169
2022
Q4
$1.18M Sell
29,895
-1,979
-6% -$74.6K ﹤0.01% 157
2022
Q3
$1.21M Sell
31,874
-705
-2% -$31.4K ﹤0.01% 145
2022
Q2
$1.65M Buy
32,579
+3,366
+12% +$170K 0.01% 127
2022
Q1
$1.49M Buy
29,213
+20,944
+253% +$1.11M ﹤0.01% 130
2021
Q4
$430K Sell
8,269
-3,155
-28% -$165K ﹤0.01% 175
2021
Q3
$617K Buy
11,424
+744
+7% +$41.2K ﹤0.01% 154
2021
Q2
$598K Sell
10,680
-1,101
-9% -$63.2K ﹤0.01% 129
2021
Q1
$685K Buy
11,781
+624
+6% +$35.2K ﹤0.01% 144
2020
Q4
$656K Sell
11,157
-21
-0.2% -$1.25K ﹤0.01% 146
2020
Q3
$665K Buy
11,178
+2,532
+29% +$147K ﹤0.01% 142
2020
Q2
$477K Buy
8,646
+1,567
+22% +$88.1K ﹤0.01% 137
2020
Q1
$380K Sell
7,079
-714
-9% -$40.9K ﹤0.01% 122
2019
Q4
$479K Buy
7,793
+1,112
+17% +$67.1K ﹤0.01% 110
2019
Q3
$403K Buy
+6,681
New +$385K ﹤0.01% 106
2018
Q4
Sell
-40
Closed -$2K 179
2018
Q3
$2K Sell
40
-2
-5% -$106 ﹤0.01% 149
2018
Q2
$2K Sell
42
-1
-2% -$48 ﹤0.01% 131
2018
Q1
$2K Sell
43
-108
-72% -$5.43K ﹤0.01% 123
2017
Q4
$8K Buy
+151
New +$7.42K ﹤0.01% 111

Other funds holding VZ

Financial Engines Advisors's VZ Position: Q1 2026 in Review

Financial Engines Advisors reduced its Verizon (VZ) stake by 2.8% in Q1 2026, selling an estimated $31.8K and leaving 23,792 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Financial Engines Advisors first reported a position in VZ in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.01M in Q3 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Financial Engines Advisors held 23,792 shares of Verizon worth $1.19M as of Q1 2026.
  • Financial Engines Advisors sold 686 Verizon shares in Q1 2026, an estimated $31.8K.
  • Verizon made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #284 holding.
  • Financial Engines Advisors first reported a position in Verizon in Q4 2017 and has held it in 30 quarters since.
  • Financial Engines Advisors's Verizon position peaked at $2.01M in Q3 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.