Finer Wealth Management
VZ icon

Finer Wealth Management’s Verizon VZ Stock Holding History

Finer 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
Q3 		$3.47M Buy
75,561
+4,369
+6% +$206K 1.37% 20
2026
Q2 		$3.01M Buy
71,192
+1,566
+2% +$73.5K 1.35% 18
2026
Q1 		$3.5M Buy
69,626
+1,551
+2% +$71.9K 1.75% 17
2025
Q4 		$2.77M Sell
68,075
-1,859
-3% -$75.4K 1.34% 23
2025
Q3 		$3.07M Sell
69,934
-1,491
-2% -$64.5K 1.53% 17
2025
Q2 		$3.09M Buy
71,425
+16,681
+30% +$722K 1.65% 18
2025
Q1 		$2.48M Buy
54,744
+2,384
+5% +$99.2K 1.49% 20
2024
Q4 		$2.09M Sell
52,360
-3,514
-6% -$148K 1.2% 26
2024
Q3 		$2.51M Buy
55,874
+1,799
+3% +$75.1K 1.55% 20
2024
Q2 		$2.23M Sell
54,075
-1,332
-2% -$53.7K 1.44% 20
2024
Q1 		$2.32M Buy
55,407
+670
+1% +$27K 1.53% 20
2023
Q4 		$2.06M Sell
54,737
-7,848
-13% -$278K 1.54% 23
2023
Q3 		$2.03M Buy
62,585
+1,538
+3% +$52K 1.62% 22
2023
Q2 		$2.27M Buy
61,047
+1,628
+3% +$60.3K 1.77% 21
2023
Q1 		$2.31M Buy
59,419
+4,246
+8% +$167K 1.95% 16
2022
Q4 		$2.17M Sell
55,173
-14,277
-21% -$538K 2.03% 17
2022
Q3 		$2.64M Sell
69,450
-1,342
-2% -$59.8K 2.6% 10
2022
Q2 		$3.59M Buy
70,792
+6,746
+11% +$341K 3.28% 8
2022
Q1 		$3.26M Buy
64,046
+6,614
+12% +$350K 2.66% 10
2021
Q4 		$2.98M Buy
+57,432
New +$3M 2.48% 10

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Finer Wealth Management's VZ Position: Q3 2026 in Review

Finer Wealth Management increased its Verizon (VZ) stake by 6.1% in Q3 2026, buying an estimated $206K and bringing the position to 75,561 shares worth $3.47M. The position accounts for 1.37% of the portfolio, ranked #20.

Finer Wealth Management first reported a position in VZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.59M in Q2 2022. 1,376 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Finer Wealth Management held 75,561 shares of Verizon worth $3.47M as of Q3 2026.
  • Finer Wealth Management bought 4,369 Verizon shares in Q3 2026, an estimated $206K.
  • Verizon made up 1.37% of Finer Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Finer Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Verizon position peaked at $3.59M in Q2 2022.
  • 1,376 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.