Gries Financial’s Verizon VZ Stock Holding History

Gries Financial’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	$2.26M	Buy	51,348 +724	+1%	+$31.3K	0.36%	58
2025 Q2	$2.19M	Buy	50,624 +868	+2%	+$37.6K	0.4%	54
2025 Q1	$2.26M	Buy	49,756 +1,874	+4%	+$78K	0.44%	41
2024 Q4	$1.91M	Buy	47,882 +478	+1%	+$20.2K	0.34%	63
2024 Q3	$2.13M	Sell	47,404 -13,196	-22%	-$551K	0.4%	57
2024 Q2	$2.5M	Buy	60,600 +8,714	+17%	+$351K	0.51%	47
2024 Q1	$2.18M	Sell	51,886 -3,008	-5%	-$121K	0.36%	73
2023 Q4	$2.07M	Buy	54,894 +2,383	+5%	+$84.3K	0.45%	57
2023 Q3	$1.7M	Sell	52,511 -2,649	-5%	-$89.5K	0.46%	63
2023 Q2	$2.05M	Buy	+55,160	New	+$2.04M	0.57%	47
2022 Q4	–	Sell	-31,610	Closed	-$1.2M	–	162
2022 Q3	$1.2M	Sell	31,610 -3,223	-9%	-$144K	0.51%	61
2022 Q2	$1.77M	Sell	34,833 -9,437	-21%	-$477K	0.84%	35
2022 Q1	$2.25M	Buy	44,270 +12,632	+40%	+$669K	0.83%	28
2021 Q4	$1.64M	Sell	31,638 -27,658	-47%	-$1.44M	0.67%	36
2021 Q3	$3.2M	Buy	59,296 +16,454	+38%	+$910K	1.01%	19
2021 Q2	$2.37M	Sell	42,842 -951	-2%	-$54.6K	0.76%	31
2021 Q1	$2.58M	Buy	+43,793	New	+$2.47M	0.82%	31

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return