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Legacy Investment Solutions’s Verizon VZ Stock Holding History

Legacy Investment Solutions’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
Q2 		$36.6K Buy
+846
New +$36.6K 0.02% 181
2024
Q4 		$35.4K Sell
888
-282
-24% -$11.9K 0.02% 149
2024
Q3 		$48.1K Buy
+1,170
New +$48.8K 0.03% 122

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legacy Investment Solutions's VZ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Verizon (VZ) in Q2 2025: 846 shares worth $36.6K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $48.1K in Q3 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Legacy Investment Solutions held 846 shares of Verizon worth $36.6K as of Q2 2025.
  • Verizon was a new Legacy Investment Solutions position in Q2 2025.
  • Verizon made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #181 holding.
  • Legacy Investment Solutions first reported a position in Verizon in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Verizon position peaked at $48.1K in Q3 2024.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.