HFS
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Heritage Financial Services’s Verizon VZ Stock Holding History

Heritage Financial Services’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
Q4 		$222K Sell
5,447
-781
-13% -$31.7K 0.02% 117
2025
Q3 		$274K Sell
6,228
-2,683
-30% -$116K 0.02% 109
2025
Q2 		$386K Buy
8,911
+2,709
+44% +$117K 0.04% 81
2025
Q1 		$281K Sell
6,202
-612
-9% -$25.5K 0.03% 92
2024
Q4 		$272K Sell
6,814
-1,874
-22% -$79.1K 0.04% 89
2024
Q3 		$390K Sell
8,688
-263
-3% -$11K 0.05% 71
2024
Q2 		$369K Buy
8,951
+3,867
+76% +$156K 0.05% 73
2024
Q1 		$213K Sell
5,084
-260
-5% -$10.5K 0.03% 101
2023
Q4 		$201K Sell
5,344
-1,006
-16% -$35.6K 0.03% 99
2023
Q3 		$206K Buy
6,350
+285
+5% +$9.63K 0.04% 76
2023
Q2 		$226K Buy
+6,065
New +$224K 0.05% 70
2022
Q4 		– Sell
-5,733
Closed -$217K – 79
2022
Q3 		$217K Buy
5,733
+214
+4% +$9.53K 0.13% 59
2022
Q2 		$280K Sell
5,519
-771
-12% -$39K 0.16% 54
2022
Q1 		$320K Buy
6,290
+150
+2% +$7.95K 0.21% 59
2021
Q4 		$319K Buy
+6,140
New +$320K 0.25% 59

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Heritage Financial Services's VZ Position: Q4 2025 in Review

Heritage Financial Services reduced its Verizon (VZ) stake by 13% in Q4 2025, selling an estimated $31.7K and leaving 5,447 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #117.

Heritage Financial Services first reported a position in VZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $390K in Q3 2024. 3,102 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Heritage Financial Services held 5,447 shares of Verizon worth $222K as of Q4 2025.
  • Heritage Financial Services sold 781 Verizon shares in Q4 2025, an estimated $31.7K.
  • Verizon made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #117 holding.
  • Heritage Financial Services first reported a position in Verizon in Q4 2021 and has held it in 15 quarters since.
  • Heritage Financial Services's Verizon position peaked at $390K in Q3 2024.
  • 3,102 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.