Houlihan Financial Resource Group’s Verizon VZ Stock Holding History

Houlihan Financial Resource 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	$682K	Buy	13,580 +10	+0.1%	+$463	0.27%	66
2025 Q4	$571K	Buy	13,570 +6,473	+91%	+$263K	0.22%	71
2025 Q3	$312K	Sell	7,097 -8,098	-53%	-$351K	0.27%	63
2025 Q2	$654K	Buy	15,195 +1,031	+7%	+$44.6K	0.27%	64
2025 Q1	$642K	Sell	14,164 -455	-3%	-$18.9K	0.29%	57
2024 Q4	$585K	Sell	14,619 -1,007	-6%	-$42.5K	0.25%	63
2024 Q3	$702K	Buy	15,626 +31	+0.2%	+$1.29K	0.29%	57
2024 Q2	$643K	Sell	15,595 -1,691	-10%	-$68.2K	0.44%	39
2024 Q1	$725K	Sell	17,286 -31	-0.2%	-$1.25K	0.33%	52
2023 Q4	$653K	Sell	17,317 -5,027	-22%	-$178K	0.32%	55
2023 Q3	$759K	Sell	22,344 -811,067	-97%	-$27.4M	0.41%	46
2023 Q2	$30.9M	Buy	833,411 +809,454	+3,379%	+$30M	0.96%	24
2023 Q1	$932K	Sell	23,957 -1,164	-5%	-$45.9K	0.51%	42
2022 Q4	$1.01M	Sell	25,121 -3,043	-11%	-$115K	0.58%	39
2022 Q3	$1.06M	Buy	+28,164	New	+$1.25M	0.65%	38
2020 Q3	$2.53M	Buy	+41,441	New	+$2.41M	1.46%	22
2020 Q1	$1.51M	Sell	28,060 -672	-2%	-$38.4K	1.31%	23
2019 Q4	$1.76M	Buy	+28,732	New	+$1.73M	1.14%	25

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's VZ Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Verizon (VZ) stake by 0.07% in Q1 2026, buying an estimated $463 and bringing the position to 13,580 shares worth $682K. The position accounts for 0.27% of the portfolio, ranked #66.

Houlihan Financial Resource Group first reported a position in VZ in Q4 2019 and has held it in 18 quarters since. The position peaked at $30.9M in Q2 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Houlihan Financial Resource Group held 13,580 shares of Verizon worth $682K as of Q1 2026.
Houlihan Financial Resource Group bought 10 Verizon shares in Q1 2026, an estimated $463.
Verizon made up 0.27% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #66 holding.
Houlihan Financial Resource Group first reported a position in Verizon in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's Verizon position peaked at $30.9M in Q2 2023.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.