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Kathleen S. Wright Associates’s Verizon VZ Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$403K Sell
9,181
-139
-1% -$6.02K 0.15% 83
2025
Q2 		$403K Hold
9,320
– – 0.16% 82
2025
Q1 		$423K Sell
9,320
-74
-0.8% -$3.08K 0.17% 81
2024
Q4 		$376K Buy
9,394
+8,215
+697% +$347K 0.16% 85
2024
Q3 		$52.9K Buy
1,179
+823
+231% +$34.3K 0.02% 148
2024
Q2 		$14.7K Hold
356
– – 0.01% 180
2024
Q1 		$14.9K Buy
+356
New +$14.4K 0.01% 173
2023
Q4 		– Sell
-2,200
Closed -$71.3K – 220
2023
Q3 		$71.3K Buy
+2,200
New +$74.3K 0.04% 113

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kathleen S. Wright Associates's VZ Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Verizon (VZ) stake by 1.5% in Q3 2025, selling an estimated $6.02K and leaving 9,181 shares worth $403K. The position accounts for 0.15% of the portfolio, ranked #83.

Kathleen S. Wright Associates first reported a position in VZ in Q3 2023 and has held it in 8 quarters since. The position peaked at $423K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Kathleen S. Wright Associates held 9,181 shares of Verizon worth $403K as of Q3 2025.
  • Kathleen S. Wright Associates sold 139 Verizon shares in Q3 2025, an estimated $6.02K.
  • Verizon made up 0.15% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #83 holding.
  • Kathleen S. Wright Associates first reported a position in Verizon in Q3 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Verizon position peaked at $423K in Q1 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.