Innovative Wealth Building
VZ icon

Innovative Wealth Building’s Verizon VZ Stock Holding History

Innovative Wealth Building’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 		$269K Buy
5,858
+874
+18% +$41.1K 0.15% 68
2026
Q2 		$211K Buy
+4,984
New +$234K 0.12% 79

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Innovative Wealth Building's VZ Position: Q3 2026 in Review

Innovative Wealth Building increased its Verizon (VZ) stake by 18% in Q3 2026, buying an estimated $41.1K and bringing the position to 5,858 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #68.

Innovative Wealth Building first reported a position in VZ in Q2 2026 and has held it in 2 quarters since. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Innovative Wealth Building held 5,858 shares of Verizon worth $269K as of Q3 2026.
  • Innovative Wealth Building bought 874 Verizon shares in Q3 2026, an estimated $41.1K.
  • Verizon made up 0.15% of Innovative Wealth Building's portfolio in Q3 2026, its #68 holding.
  • Innovative Wealth Building first reported a position in Verizon in Q2 2026 and has held it in 2 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.