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Gitterman Wealth Management’s Verizon VZ Stock Holding History

Gitterman 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
2025
Q3 		$303K Sell
6,883
-4,798
-41% -$208K 0.07% 85
2025
Q2 		$505K Buy
+11,681
New +$506K 0.12% 44
2025
Q1 		– Sell
-11,453
Closed -$458K – 161
2024
Q4 		$458K Buy
+11,453
New +$483K 0.19% 43
2023
Q3 		– Sell
-5,927
Closed -$220K – 106
2023
Q2 		$220K Sell
5,927
-1,366
-19% -$50.6K 0.1% 69
2023
Q1 		$284K Sell
7,293
-312
-4% -$12.3K 0.13% 37
2022
Q4 		$300K Sell
7,605
-3,082
-29% -$116K 0.15% 34
2022
Q3 		$405K Sell
10,687
-113
-1% -$5.03K 0.42% 24
2022
Q2 		$546K Sell
10,800
-98
-0.9% -$4.96K 0.51% 23
2022
Q1 		$555K Sell
10,898
-3,518
-24% -$186K 0.45% 26
2021
Q4 		$749K Buy
14,416
+1,527
+12% +$79.7K 0.56% 23
2021
Q3 		$696K Sell
12,889
-46
-0.4% -$2.54K 0.56% 20
2021
Q2 		$725K Sell
12,935
-1,021
-7% -$58.6K 0.59% 20
2021
Q1 		$812K Buy
+13,956
New +$788K 0.52% 17

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gitterman Wealth Management's VZ Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Verizon (VZ) stake by 41% in Q3 2025, selling an estimated $208K and leaving 6,883 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #85.

Gitterman Wealth Management first reported a position in VZ in Q1 2021 and has held it in 13 quarters since. The position peaked at $812K in Q1 2021. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Gitterman Wealth Management held 6,883 shares of Verizon worth $303K as of Q3 2025.
  • Gitterman Wealth Management sold 4,798 Verizon shares in Q3 2025, an estimated $208K.
  • Verizon made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #85 holding.
  • Gitterman Wealth Management first reported a position in Verizon in Q1 2021 and has held it in 13 quarters since.
  • Gitterman Wealth Management's Verizon position peaked at $812K in Q1 2021.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.