Kestra Advisory Services’s Verizon VZ Stock Holding History

Kestra 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	$57.8M	Buy	1,150,804 +64,168	+6%	+$2.97M	0.22%	86
2025 Q4	$44.3M	Buy	1,086,636 +18,148	+2%	+$736K	0.18%	102
2025 Q3	$47M	Buy	1,068,488 +175,206	+20%	+$7.58M	0.21%	85
2025 Q2	$38.7M	Buy	893,282 +53,044	+6%	+$2.3M	0.19%	99
2025 Q1	$38.1M	Sell	840,238 -45,155	-5%	-$1.88M	0.18%	82
2024 Q4	$35.4M	Sell	885,393 -162,454	-16%	-$6.85M	0.19%	103
2024 Q3	$47.1M	Sell	1,047,847 -59,490	-5%	-$2.48M	0.26%	72
2024 Q2	$45.7M	Buy	1,107,337 +188,354	+20%	+$7.59M	0.26%	71
2024 Q1	$38.6M	Buy	918,983 +64,220	+8%	+$2.59M	0.26%	70
2023 Q4	$32.2M	Buy	854,763 +22,380	+3%	+$792K	0.26%	71
2023 Q3	$27M	Sell	832,383 -90,144	-10%	-$3.05M	0.27%	73
2023 Q2	$34.3M	Buy	922,527 +92,857	+11%	+$3.44M	0.34%	49
2023 Q1	$32.3M	Sell	829,670 -173,286	-17%	-$6.83M	0.35%	50
2022 Q4	$39.5M	Buy	1,002,956 +73,542	+8%	+$2.77M	0.35%	49
2022 Q3	$35.3M	Buy	929,414 +115,295	+14%	+$5.13M	0.38%	47
2022 Q2	$41.3M	Buy	814,119 +58,946	+8%	+$2.98M	0.42%	41
2022 Q1	$38.5M	Sell	755,173 -87,230	-10%	-$4.62M	0.4%	40
2021 Q4	$43.8M	Sell	842,403 -50,147	-6%	-$2.62M	0.44%	37
2021 Q3	$48.2M	Buy	892,550 +95,455	+12%	+$5.28M	0.48%	30
2021 Q2	$44.7M	Buy	797,095 +15,815	+2%	+$908K	0.51%	27
2021 Q1	$45.4M	Sell	781,280 -122,122	-14%	-$6.89M	0.58%	21
2020 Q4	$52.5M	Buy	903,402 +282,168	+45%	+$16.8M	0.61%	20
2020 Q3	$37M	Buy	+621,234	New	+$36.1M	0.69%	19

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

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

Kestra Advisory Services increased its Verizon (VZ) stake by 5.9% in Q1 2026, buying an estimated $2.97M and bringing the position to 1,150,804 shares worth $57.8M. The position accounts for 0.22% of the portfolio, ranked #86.

Kestra Advisory Services first reported a position in VZ in Q3 2020 and has held it in 23 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Kestra Advisory Services held 1,150,804 shares of Verizon worth $57.8M as of Q1 2026.
Kestra Advisory Services bought 64,168 Verizon shares in Q1 2026, an estimated $2.97M.
Verizon made up 0.22% of Kestra Advisory Services's portfolio in Q1 2026, its #86 holding.
Kestra Advisory Services first reported a position in Verizon in Q3 2020 and has held it in 23 quarters since.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.