KW Wealth Management’s Verizon VZ Stock Holding History

KW Wealth 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	–	Sell	-11,814	Closed	-$481K	–	78
2025 Q4	$481K	Buy	11,814 +1,244	+12%	+$50.5K	0.73%	39
2025 Q3	$465K	Buy	+10,570	New	+$458K	0.79%	35

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KW Wealth Management's VZ Position: Q1 2026 in Review

KW Wealth Management sold out of Verizon (VZ) in Q1 2026, closing a stake of 11,814 shares — an estimated $481K sold.

KW Wealth Management first reported a position in VZ in Q3 2025 and held it in 2 quarters. The position peaked at $481K in Q4 2025. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

KW Wealth Management reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 11,814 Verizon shares in Q1 2026, an estimated $481K.
KW Wealth Management first reported a position in Verizon in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Verizon position peaked at $481K in Q4 2025.
3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.