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Holistic Planning’s Verizon VZ Stock Holding History

Holistic Planning’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 		$629K Sell
12,529
-321
-2% -$14.9K 0.13% 155
2025
Q4 		$523K Sell
12,850
-4,642
-27% -$188K 0.11% 155
2025
Q3 		$769K Sell
17,492
-736
-4% -$31.9K 0.2% 87
2025
Q2 		$789K Buy
18,228
+1,743
+11% +$75.5K 0.23% 80
2025
Q1 		$748K Buy
16,485
+1,628
+11% +$67.8K 0.25% 75
2024
Q4 		$594K Buy
14,857
+1,142
+8% +$48.2K 0.22% 85
2024
Q3 		$616K Buy
+13,715
New +$572K 0.26% 75

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

Holistic Planning's VZ Position: Q1 2026 in Review

Holistic Planning reduced its Verizon (VZ) stake by 2.5% in Q1 2026, selling an estimated $14.9K and leaving 12,529 shares worth $629K. The position accounts for 0.13% of the portfolio, ranked #155.

Holistic Planning first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $789K in Q2 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Holistic Planning held 12,529 shares of Verizon worth $629K as of Q1 2026.
  • Holistic Planning sold 321 Verizon shares in Q1 2026, an estimated $14.9K.
  • Verizon made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #155 holding.
  • Holistic Planning first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's Verizon position peaked at $789K in Q2 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.