Financial Gravity Companies’s Verizon VZ Stock Holding History

Financial Gravity Companies’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 Q2	$94.4K	Buy	+2,181	New	+$94.4K	0.02%	231
2024 Q4	$87.3K	Buy	2,184 +2,166	+12,033%	+$91.4K	0.02%	221
2024 Q3	$808	Buy	+18	New	+$751	﹤0.01%	559
2018 Q4	$613K	Buy	+11,242	New	+$638K	0.56%	25
2018 Q1	$128K	Buy	2,683 +1,185	+79%	+$59.6K	0.13%	161
2017 Q4	$81K	Buy	+1,498	New	+$73.7K	0.09%	210

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Gravity Companies's VZ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Verizon (VZ) in Q2 2025: 2,181 shares worth $94.4K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VZ as recently as Q4 2024.

Financial Gravity Companies first reported a position in VZ in Q4 2017 and has held it in 6 quarters since. The position peaked at $613K in Q4 2018. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Financial Gravity Companies held 2,181 shares of Verizon worth $94.4K as of Q2 2025.
Verizon was a new Financial Gravity Companies position in Q2 2025.
Verizon made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #231 holding.
Financial Gravity Companies first reported a position in Verizon in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Verizon position peaked at $613K in Q4 2018.
3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.