Herold Advisors
VZ icon

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
Q3 		$4.07M Sell
88,781
-2,750
-3% -$129K 0.8% 31
2026
Q2 		$3.88M Buy
91,531
+5,184
+6% +$243K 0.77% 33
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Herold Advisors's VZ Position: Q3 2026 in Review

Herold Advisors reduced its Verizon (VZ) stake by 3% in Q3 2026, selling an estimated $129K and leaving 88,781 shares worth $4.07M. The position accounts for 0.8% of the portfolio, ranked #31.

Herold Advisors first reported a position in VZ in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.33M in Q1 2026. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Herold Advisors held 88,781 shares of Verizon worth $4.07M as of Q3 2026.
  • Herold Advisors sold 2,750 Verizon shares in Q3 2026, an estimated $129K.
  • Verizon made up 0.8% of Herold Advisors's portfolio in Q3 2026, its #31 holding.
  • Herold Advisors first reported a position in Verizon in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Verizon position peaked at $4.33M in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.