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Invera Wealth Advisors’s Verizon VZ Stock Holding History

Invera Wealth 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
2026
Q1 		$530K Buy
10,562
+42
+0.4% +$1.95K 0.34% 69
2025
Q4 		$428K Buy
10,520
+128
+1% +$5.19K 0.27% 73
2025
Q3 		$457K Sell
10,392
-328
-3% -$14.2K 0.28% 72
2025
Q2 		$464K Sell
10,720
-3,701
-26% -$160K 0.3% 71
2025
Q1 		$654K Sell
14,421
-2,616
-15% -$109K 0.42% 74
2024
Q4 		$667K Buy
17,037
+369
+2% +$15.6K 0.66% 35
2024
Q3 		$678K Buy
16,668
+592
+4% +$24.7K 0.67% 34
2024
Q2 		$663K Buy
16,076
+3,154
+24% +$127K 0.68% 34
2024
Q1 		$519K Buy
12,922
+5,814
+82% +$235K 0.44% 50
2023
Q4 		$268K Buy
+7,108
New +$251K 0.17% 87

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Invera Wealth Advisors's VZ Position: Q1 2026 in Review

Invera Wealth Advisors increased its Verizon (VZ) stake by 0.4% in Q1 2026, buying an estimated $1.95K and bringing the position to 10,562 shares worth $530K. The position accounts for 0.34% of the portfolio, ranked #69.

Invera Wealth Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $678K in Q3 2024. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Invera Wealth Advisors held 10,562 shares of Verizon worth $530K as of Q1 2026.
  • Invera Wealth Advisors bought 42 Verizon shares in Q1 2026, an estimated $1.95K.
  • Verizon made up 0.34% of Invera Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Invera Wealth Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's Verizon position peaked at $678K in Q3 2024.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.