Insigneo Advisory Services’s Verizon VZ Stock Holding History

Insigneo Advisory Services’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	$1.61M	Sell	32,147 -3,924	-11%	-$182K	0.11%	155
2025 Q4	$1.47M	Buy	36,071 +1,038	+3%	+$42.1K	0.11%	163
2025 Q3	$1.54M	Buy	35,033 +3,603	+11%	+$156K	0.11%	150
2025 Q2	$1.36M	Buy	31,430 +2,135	+7%	+$92.5K	0.12%	153
2025 Q1	$1.33M	Sell	29,295 -651	-2%	-$27.1K	0.14%	140
2024 Q4	$1.2M	Sell	29,946 -10,936	-27%	-$461K	0.12%	148
2024 Q3	$1.84M	Sell	40,882 -146	-0.4%	-$6.09K	0.19%	113
2024 Q2	$1.63M	Sell	41,028 -11,039	-21%	-$445K	0.18%	114
2024 Q1	$2.18M	Buy	52,067 +412	+0.8%	+$16.6K	0.26%	73
2023 Q4	$1.95M	Buy	51,655 +10,632	+26%	+$376K	0.27%	75
2023 Q3	$1.33M	Sell	41,023 -1,282	-3%	-$43.3K	0.27%	78
2023 Q2	$1.57M	Buy	42,305 +13,759	+48%	+$509K	0.3%	67
2023 Q1	$1.11M	Sell	28,546 -5,167	-15%	-$204K	0.35%	60
2022 Q4	$1.33M	Buy	+33,713	New	+$1.27M	0.5%	45

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

Insigneo Advisory Services's VZ Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Verizon (VZ) stake by 11% in Q1 2026, selling an estimated $182K and leaving 32,147 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #155.

Insigneo Advisory Services first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.18M in Q1 2024. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Insigneo Advisory Services held 32,147 shares of Verizon worth $1.61M as of Q1 2026.
Insigneo Advisory Services sold 3,924 Verizon shares in Q1 2026, an estimated $182K.
Verizon made up 0.11% of Insigneo Advisory Services's portfolio in Q1 2026, its #155 holding.
Insigneo Advisory Services first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Verizon position peaked at $2.18M in Q1 2024.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.