HIA
VZ icon

HTG Investment Advisors’s Verizon VZ Stock Holding History

HTG Investment Advisors’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
2025
Q3 		– Sell
-4,976
Closed -$215K – 78
2025
Q2 		$215K Sell
4,976
-435
-8% -$18.8K 0.08% 68
2025
Q1 		$245K Hold
5,411
– – 0.1% 61
2024
Q4 		$216K Hold
5,411
– – 0.1% 62
2024
Q3 		$243K Sell
5,411
-48
-0.9% -$2K 0.11% 57
2024
Q2 		$225K Hold
5,459
– – 0.12% 56
2024
Q1 		$229K Hold
5,459
– – 0.13% 56
2023
Q4 		$206K Buy
+5,459
New +$193K 0.13% 56
2023
Q2 		– Sell
-5,233
Closed -$204K – 54
2023
Q1 		$204K Sell
5,233
-50
-0.9% -$1.97K 0.19% 50
2022
Q4 		$208K Buy
+5,283
New +$199K 0.21% 50

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HTG Investment Advisors's VZ Position: Q3 2025 in Review

HTG Investment Advisors sold out of Verizon (VZ) in Q3 2025, closing a stake of 4,976 shares — an estimated $215K sold.

HTG Investment Advisors first reported a position in VZ in Q4 2022 and held it in 9 quarters. The position peaked at $245K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • HTG Investment Advisors reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • HTG Investment Advisors sold 4,976 Verizon shares in Q3 2025, an estimated $215K.
  • HTG Investment Advisors first reported a position in Verizon in Q4 2022 and held it in 9 quarters.
  • HTG Investment Advisors's Verizon position peaked at $245K in Q1 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on HTG Investment Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.