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Herold Advisors’s Verizon VZ Stock Holding History

Herold Advisors’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
2026
Q1 		$4.33M Buy
86,347
+2,121
+3% +$98.3K 0.95% 24
2025
Q4 		$3.43M Buy
84,226
+2,548
+3% +$103K 0.77% 34
2025
Q3 		$3.59M Sell
81,678
-6,359
-7% -$275K 0.83% 28
2025
Q2 		$3.81M Buy
88,037
+15,076
+21% +$653K 0.8% 30
2025
Q1 		$3.31M Buy
72,961
+136
+0.2% +$5.66K 0.73% 31
2024
Q4 		$2.91M Buy
72,825
+2,178
+3% +$91.9K 0.63% 43
2024
Q3 		$3.17M Buy
70,647
+4,802
+7% +$200K 0.69% 37
2024
Q2 		$2.72M Buy
65,845
+2,794
+4% +$113K 0.63% 40
2024
Q1 		$2.65M Buy
63,051
+3,321
+6% +$134K 0.64% 42
2023
Q4 		$2.25M Sell
59,730
-1,188
-2% -$42K 0.62% 48
2023
Q3 		$1.97M Sell
60,918
-951
-2% -$32.1K 0.6% 49
2023
Q2 		$2.3M Sell
61,869
-3,783
-6% -$140K 0.7% 34
2023
Q1 		$2.55M Buy
65,652
+3,307
+5% +$130K 0.88% 25
2022
Q4 		$2.46M Buy
62,345
+4,442
+8% +$167K 1.04% 21
2022
Q3 		$2.2M Buy
57,903
+1,992
+4% +$88.7K 1.06% 25
2022
Q2 		$2.84M Buy
55,911
+783
+1% +$39.6K 1.26% 15
2022
Q1 		$2.81M Buy
55,128
+3,595
+7% +$190K 1% 21
2021
Q4 		$2.68M Buy
51,533
+9,052
+21% +$472K 1.04% 20
2021
Q3 		$2.29M Buy
+42,481
New +$2.35M 0.89% 23

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Herold Advisors's VZ Position: Q1 2026 in Review

Herold Advisors increased its Verizon (VZ) stake by 2.5% in Q1 2026, buying an estimated $98.3K and bringing the position to 86,347 shares worth $4.33M. The position accounts for 0.95% of the portfolio, ranked #24.

Herold Advisors first reported a position in VZ in Q3 2021 and has held it in 19 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Herold Advisors held 86,347 shares of Verizon worth $4.33M as of Q1 2026.
  • Herold Advisors bought 2,121 Verizon shares in Q1 2026, an estimated $98.3K.
  • Verizon made up 0.95% of Herold Advisors's portfolio in Q1 2026, its #24 holding.
  • Herold Advisors first reported a position in Verizon in Q3 2021 and has held it in 19 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.