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Gray Wealth Management’s Verizon VZ Stock Holding History

Gray 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
2024
Q4 		$731K Buy
18,271
+557
+3% +$23.5K 0.28% 54
2024
Q3 		$796K Buy
17,714
+360
+2% +$15K 0.31% 53
2024
Q2 		$716K Buy
17,354
+89
+0.5% +$3.59K 0.31% 53
2024
Q1 		$724K Buy
17,265
+1,907
+12% +$76.9K 0.32% 53
2023
Q4 		$579K Sell
15,358
-1,425
-8% -$50.4K 0.28% 59
2023
Q3 		$544K Sell
16,783
-7,299
-30% -$247K 0.28% 62
2023
Q2 		$896K Sell
24,082
-2,839
-11% -$105K 0.45% 45
2023
Q1 		$1.05M Buy
26,921
+851
+3% +$33.6K 0.57% 38
2022
Q4 		$1.03M Sell
26,070
-3,259
-11% -$123K 0.6% 39
2022
Q3 		$1.11M Buy
29,329
+545
+2% +$24.3K 0.71% 32
2022
Q2 		$1.46M Buy
28,784
+907
+3% +$45.9K 0.89% 26
2022
Q1 		$1.42M Buy
27,877
+514
+2% +$27.2K 0.73% 30
2021
Q4 		$1.42M Sell
27,363
-318
-1% -$16.6K 0.71% 30
2021
Q3 		$1.5M Sell
27,681
-874
-3% -$48.3K 0.84% 26
2021
Q2 		$1.6M Sell
28,555
-217
-0.8% -$12.5K 0.92% 25
2021
Q1 		$1.67M Buy
28,772
+2,359
+9% +$133K 1.06% 22
2020
Q4 		$1.55M Buy
26,413
+603
+2% +$35.8K 1.06% 22
2020
Q3 		$1.53M Buy
25,810
+1,642
+7% +$95.4K 1.2% 20
2020
Q2 		$1.33M Buy
24,168
+1,417
+6% +$79.7K 1.15% 21
2020
Q1 		$1.22M Buy
+22,751
New +$1.3M 1.34% 19

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gray Wealth Management's VZ Position: Q4 2024 in Review

Gray Wealth Management increased its Verizon (VZ) stake by 3.1% in Q4 2024, buying an estimated $23.5K and bringing the position to 18,271 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #54.

Gray Wealth Management first reported a position in VZ in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.67M in Q1 2021. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Gray Wealth Management held 18,271 shares of Verizon worth $731K as of Q4 2024.
  • Gray Wealth Management bought 557 Verizon shares in Q4 2024, an estimated $23.5K.
  • Verizon made up 0.28% of Gray Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Gray Wealth Management first reported a position in Verizon in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Verizon position peaked at $1.67M in Q1 2021.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.