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FRG Family Wealth Advisors’s Verizon VZ Stock Holding History

FRG Family Wealth Advisors’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
Q1 		$396K Sell
7,880
-1,642
-17% -$76.1K 0.06% 122
2025
Q4 		$388K Sell
9,522
-2,520
-21% -$102K 0.06% 125
2025
Q3 		$529K Sell
12,042
-2,475
-17% -$107K 0.09% 110
2025
Q2 		$628K Buy
14,517
+250
+2% +$10.8K 0.11% 98
2025
Q1 		$647K Sell
14,267
-2,996
-17% -$125K 0.13% 96
2024
Q4 		$690K Sell
17,263
-490
-3% -$20.7K 0.13% 94
2024
Q3 		$797K Sell
17,753
-400
-2% -$16.7K 0.14% 91
2024
Q2 		$731K Sell
18,153
-1,965
-10% -$79.2K 0.14% 90
2024
Q1 		$794K Sell
20,118
-6,408
-24% -$258K 0.16% 88
2023
Q4 		$1M Sell
26,526
-9,760
-27% -$345K 0.2% 73
2023
Q3 		$1.18M Sell
36,286
-5,153
-12% -$174K 0.27% 64
2023
Q2 		$1.54M Buy
41,439
+421
+1% +$15.6K 0.34% 54
2023
Q1 		$1.6M Sell
41,018
-1,960
-5% -$77.3K 0.36% 53
2022
Q4 		$1.69M Sell
42,978
-12,041
-22% -$454K 0.4% 49
2022
Q3 		$2.09M Sell
55,019
-6,218
-10% -$277K 0.52% 43
2022
Q2 		$3.11M Hold
61,237
– – 0.72% 38
2022
Q1 		$3.12M Sell
61,237
-666
-1% -$35.3K 0.61% 39
2021
Q4 		$3.22M Sell
61,903
-14,744
-19% -$769K 0.6% 38
2021
Q3 		$4.14M Sell
76,647
-3,840
-5% -$212K 0.81% 32
2021
Q2 		$4.51M Buy
80,487
+5,331
+7% +$306K 0.86% 31
2021
Q1 		$4.37M Buy
75,156
+2,480
+3% +$140K 0.89% 30
2020
Q4 		$4.27M Sell
72,676
-365
-0.5% -$21.7K 0.93% 29
2020
Q3 		$4.34M Sell
73,041
-555
-0.8% -$32.2K 1.06% 30
2020
Q2 		$4.06M Buy
73,596
+1,000
+1% +$56.3K 1.07% 28
2020
Q1 		$3.9M Buy
72,596
+1,589
+2% +$90.9K 1.18% 27
2019
Q4 		$4.36M Sell
71,007
-471
-0.7% -$28.4K 1.05% 28
2019
Q3 		$4.31M Buy
71,478
+2,323
+3% +$134K 1.11% 27
2019
Q2 		$3.95M Buy
69,155
+121
+0.2% +$6.97K 1.04% 32
2019
Q1 		$4.08M Buy
69,034
+2,968
+4% +$168K 1.16% 27
2018
Q4 		$3.71M Buy
66,066
+1,764
+3% +$100K 1.21% 26
2018
Q3 		$3.43M Buy
64,302
+3,989
+7% +$211K 0.94% 32
2018
Q2 		$3.03M Sell
60,313
-4,555
-7% -$220K 0.91% 32
2018
Q1 		$3.1M Sell
64,868
-145
-0.2% -$7.29K 1.03% 28
2017
Q4 		$3.44M Buy
65,013
+59
+0.1% +$2.9K 1.11% 23
2017
Q3 		$3.21M Sell
64,954
-2,327
-3% -$109K 1.11% 27
2017
Q2 		$3M Sell
67,281
-517
-0.8% -$24.1K 1.11% 27
2017
Q1 		$3.33M Buy
67,798
+377
+0.6% +$18.9K 1.3% 21
2016
Q4 		$3.6M Buy
67,421
+4,480
+7% +$224K 1.51% 17
2016
Q3 		$3.27M Buy
62,941
+50
+0.1% +$2.68K 1.47% 18
2016
Q2 		$3.51M Buy
62,891
+425
+0.7% +$22K 1.59% 16
2016
Q1 		$3.38M Sell
62,466
-2,293
-4% -$115K 1.64% 15
2015
Q4 		$2.99M Buy
+64,759
New +$2.94M 1.46% 15

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FRG Family Wealth Advisors's VZ Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Verizon (VZ) stake by 17% in Q1 2026, selling an estimated $76.1K and leaving 7,880 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #122.

FRG Family Wealth Advisors first reported a position in VZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.51M in Q2 2021. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • FRG Family Wealth Advisors held 7,880 shares of Verizon worth $396K as of Q1 2026.
  • FRG Family Wealth Advisors sold 1,642 Verizon shares in Q1 2026, an estimated $76.1K.
  • Verizon made up 0.06% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • FRG Family Wealth Advisors first reported a position in Verizon in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Verizon position peaked at $4.51M in Q2 2021.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.