Juncture Wealth Strategies’s Verizon VZ Stock Holding History

Juncture Wealth Strategies’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	$313K	Sell	6,825 -368	-5%	-$17.3K	0.08%	150
2026 Q2	$305K	Buy	7,193 +1,910	+36%	+$89.6K	0.08%	150
2026 Q1	$265K	Buy	5,283 +259	+5%	+$12K	0.09%	116
2025 Q4	$205K	Sell	5,024 -1,982	-28%	-$80.4K	0.07%	130
2025 Q3	$308K	Sell	7,006 -2,644	-27%	-$114K	0.1%	102
2025 Q2	$418K	Buy	9,650 +5,050	+110%	+$219K	0.15%	82
2025 Q1	$209K	Buy	+4,600	New	+$191K	0.08%	117

Other funds holding VZ

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Juncture Wealth Strategies's VZ Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its Verizon (VZ) stake by 5.1% in Q3 2026, selling an estimated $17.3K and leaving 6,825 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #150.

Juncture Wealth Strategies first reported a position in VZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $418K in Q2 2025. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Juncture Wealth Strategies held 6,825 shares of Verizon worth $313K as of Q3 2026.
Juncture Wealth Strategies sold 368 Verizon shares in Q3 2026, an estimated $17.3K.
Verizon made up 0.08% of Juncture Wealth Strategies's portfolio in Q3 2026, its #150 holding.
Juncture Wealth Strategies first reported a position in Verizon in Q1 2025 and has held it in 7 quarters since.
Juncture Wealth Strategies's Verizon position peaked at $418K in Q2 2025.
167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.