HNWAG
VZ icon

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
Q1 		$568K Sell
11,313
-100
-0.9% -$4.63K 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 $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

High Net Worth Advisory Group's VZ Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Verizon (VZ) stake by 0.88% in Q1 2026, selling an estimated $4.63K and leaving 11,313 shares worth $568K. The position accounts for 0.13% of the portfolio, ranked #134.

High Net Worth Advisory Group first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q2 2022. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • High Net Worth Advisory Group held 11,313 shares of Verizon worth $568K as of Q1 2026.
  • High Net Worth Advisory Group sold 100 Verizon shares in Q1 2026, an estimated $4.63K.
  • Verizon made up 0.13% of High Net Worth Advisory Group's portfolio in Q1 2026, its #134 holding.
  • High Net Worth Advisory Group first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Verizon position peaked at $2.12M in Q2 2022.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.