HRC Wealth Management
VZ icon

HRC Wealth Management’s Verizon VZ Stock Holding History

HRC Wealth Management’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 		$238K Buy
5,191
+180
+4% +$8.47K 0.09% 59
2026
Q2 		$212K Hold
5,011
– – 0.09% 62
2026
Q1 		$252K Buy
5,011
+13
+0.3% +$602 0.12% 53
2025
Q4 		$204K Sell
4,998
-160
-3% -$6.49K 0.1% 55
2025
Q3 		$227K Buy
5,158
+24
+0.5% +$1.04K 0.11% 49
2025
Q2 		$222K Buy
5,134
+165
+3% +$7.14K 0.12% 48
2025
Q1 		$225K Sell
4,969
-56
-1% -$2.33K 0.14% 47
2024
Q4 		$201K Buy
+5,025
New +$212K 0.12% 49

Other funds holding VZ

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

HRC Wealth Management's VZ Position: Q3 2026 in Review

HRC Wealth Management increased its Verizon (VZ) stake by 3.6% in Q3 2026, buying an estimated $8.47K and bringing the position to 5,191 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #59.

HRC Wealth Management first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $252K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • HRC Wealth Management held 5,191 shares of Verizon worth $238K as of Q3 2026.
  • HRC Wealth Management bought 180 Verizon shares in Q3 2026, an estimated $8.47K.
  • Verizon made up 0.09% of HRC Wealth Management's portfolio in Q3 2026, its #59 holding.
  • HRC Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • HRC Wealth Management's Verizon position peaked at $252K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.