Grantvest Financial Group’s Verizon VZ Stock Holding History

Grantvest Financial Group’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 Q1	–	Sell	-6,459	Closed	-$258K	–	136
2024 Q4	$258K	Buy	+6,459	New	+$272K	0.29%	101

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantvest Financial Group's VZ Position: Q1 2025 in Review

Grantvest Financial Group sold out of Verizon (VZ) in Q1 2025, closing a stake of 6,459 shares — an estimated $258K sold.

Grantvest Financial Group first reported a position in VZ in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

Grantvest Financial Group reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
Grantvest Financial Group sold 6,459 Verizon shares in Q1 2025, an estimated $258K.
Grantvest Financial Group first reported a position in Verizon in Q4 2024 and held it in 1 quarter.
Grantvest Financial Group's Verizon position peaked at $258K in Q4 2024.
3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Grantvest Financial Group's 13F filing for Q1 2025, filed 8 May 2025.