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VZ icon

INVST’s Verizon VZ Stock Holding History

INVST’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
Q1 		– Sell
-19,912
Closed -$796K – 339
2024
Q4 		$796K Sell
19,912
-122
-0.6% -$5.15K 0.1% 135
2024
Q3 		$900K Sell
20,034
-676
-3% -$28.2K 0.11% 118
2024
Q2 		$864K Sell
20,710
-709
-3% -$28.6K 0.1% 113
2024
Q1 		$906K Buy
+21,419
New +$864K 0.11% 101
2022
Q3 		– Sell
-4,579
Closed -$205K – 184
2022
Q2 		$205K Sell
4,579
-254
-5% -$12.8K 0.03% 169
2022
Q1 		$235K Sell
4,833
-194
-4% -$10.3K 0.04% 162
2021
Q4 		$268K Sell
5,027
-3,346
-40% -$175K 0.04% 157
2021
Q3 		$452K Sell
8,373
-465
-5% -$25.7K 0.07% 119
2021
Q2 		$499K Sell
8,838
-1,986
-18% -$114K 0.08% 107
2021
Q1 		$626K Sell
10,824
-3,032
-22% -$171K 0.11% 95
2020
Q4 		$814K Buy
13,856
+1,361
+11% +$80.8K 0.15% 78
2020
Q3 		$743K Buy
12,495
+924
+8% +$53.7K 0.17% 63
2020
Q2 		$633K Buy
11,571
+788
+7% +$44.3K 0.19% 61
2020
Q1 		$571K Buy
10,783
+4,911
+84% +$281K 0.24% 55
2019
Q4 		$361K Sell
5,872
-26
-0.4% -$1.57K 0.14% 61
2019
Q3 		$353K Buy
+5,898
New +$340K 0.16% 58

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

INVST's VZ Position: Q1 2025 in Review

INVST sold out of Verizon (VZ) in Q1 2025, closing a stake of 19,912 shares — an estimated $796K sold.

INVST first reported a position in VZ in Q3 2019 and held it in 16 quarters. The position peaked at $906K in Q1 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • INVST reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • INVST sold 19,912 Verizon shares in Q1 2025, an estimated $796K.
  • INVST first reported a position in Verizon in Q3 2019 and held it in 16 quarters.
  • INVST's Verizon position peaked at $906K in Q1 2024.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.