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Kestra Investment Management’s Verizon VZ Stock Holding History

Kestra Investment Management’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 		$3.06M Sell
60,944
-8,268
-12% -$383K 0.05% 95
2025
Q4 		$2.82M Sell
69,212
-7,872
-10% -$319K 0.07% 106
2025
Q3 		$3.39M Sell
77,084
-187,235
-71% -$8.1M 0.09% 88
2025
Q2 		$11.8M Buy
264,319
+87,788
+50% +$3.8M 0.18% 60
2025
Q1 		$8.01M Buy
176,531
+96,931
+122% +$4.04M 0.25% 52
2024
Q4 		$3.18M Buy
79,600
+4,418
+6% +$186K 0.13% 67
2024
Q3 		$3.38M Buy
+75,182
New +$3.14M 0.15% 63

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

Kestra Investment Management's VZ Position: Q1 2026 in Review

Kestra Investment Management reduced its Verizon (VZ) stake by 12% in Q1 2026, selling an estimated $383K and leaving 60,944 shares worth $3.06M. The position accounts for 0.05% of the portfolio, ranked #95.

Kestra Investment Management first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q2 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Kestra Investment Management held 60,944 shares of Verizon worth $3.06M as of Q1 2026.
  • Kestra Investment Management sold 8,268 Verizon shares in Q1 2026, an estimated $383K.
  • Verizon made up 0.05% of Kestra Investment Management's portfolio in Q1 2026, its #95 holding.
  • Kestra Investment Management first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Verizon position peaked at $11.8M in Q2 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.