High Net Worth Advisory Group
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High Net Worth Advisory Group’s Verizon VZ Stock Holding History

High Net Worth Advisory Group’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 		$528K Buy
11,502
+1,004
+10% +$47.2K 0.11% 151
2026
Q2 		$444K Sell
10,498
-815
-7% -$38.2K 0.09% 165
2026
Q1 		$568K Sell
11,313
-100
-0.9% -$4.64K 0.13% 134
2025
Q4 		$465K Sell
11,413
-131
-1% -$5.31K 0.11% 148
2025
Q3 		$507K Sell
11,544
-1,900
-14% -$82.2K 0.12% 137
2025
Q2 		$582K Sell
13,444
-200
-1% -$8.66K 0.15% 121
2025
Q1 		$619K Sell
13,644
-852
-6% -$35.5K 0.17% 109
2024
Q4 		$580K Sell
14,496
-1,656
-10% -$69.9K 0.16% 116
2024
Q3 		$725K Hold
16,152
– – 0.2% 104
2024
Q2 		$666K Hold
16,152
– – 0.2% 101
2024
Q1 		$678K Sell
16,152
-400
-2% -$16.1K 0.21% 101
2023
Q4 		$624K Sell
16,552
-7,560
-31% -$267K 0.23% 96
2023
Q3 		$781K Sell
24,112
-427
-2% -$14.4K 0.31% 79
2023
Q2 		$913K Sell
24,539
-1,392
-5% -$51.5K 0.35% 70
2023
Q1 		$1.01M Sell
25,931
-371
-1% -$14.6K 0.41% 62
2022
Q4 		$1.04M Sell
26,302
-13,907
-35% -$524K 0.4% 60
2022
Q3 		$1.53M Sell
40,209
-1,627
-4% -$72.5K 0.65% 40
2022
Q2 		$2.12M Buy
41,836
+3,670
+10% +$186K 0.88% 24
2022
Q1 		$1.94M Buy
38,166
+2,585
+7% +$137K 0.71% 36
2021
Q4 		$1.85M Buy
+35,581
New +$1.86M 0.65% 38

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

High Net Worth Advisory Group's VZ Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Verizon (VZ) stake by 9.6% in Q3 2026, buying an estimated $47.2K and bringing the position to 11,502 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #151.

High Net Worth Advisory Group first reported a position in VZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.12M in Q2 2022. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • High Net Worth Advisory Group held 11,502 shares of Verizon worth $528K as of Q3 2026.
  • High Net Worth Advisory Group bought 1,004 Verizon shares in Q3 2026, an estimated $47.2K.
  • Verizon made up 0.11% of High Net Worth Advisory Group's portfolio in Q3 2026, its #151 holding.
  • High Net Worth Advisory Group first reported a position in Verizon in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Verizon position peaked at $2.12M in Q2 2022.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.