Leo Wealth LLC
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Leo Wealth LLC’s Verizon VZ Stock Holding History

Leo Wealth LLC’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
Q3 		$2.34M Buy
+51,091
New +$2.4M 0.5% 44
2026
Q1 		$4.66M Buy
92,748
+4,608
+5% +$214K 0.34% 59
2025
Q4 		$3.59M Buy
88,140
+22,089
+33% +$896K 0.26% 69
2025
Q3 		$2.9M Sell
66,051
-24,153
-27% -$1.05M 0.38% 53
2025
Q2 		$3.9M Buy
90,204
+22,258
+33% +$964K 0.3% 63
2025
Q1 		$3.08M Sell
67,946
-8,001
-11% -$333K 0.44% 47
2024
Q4 		$3.06M Sell
75,947
-5,842
-7% -$246K 0.27% 68
2024
Q3 		$3.67M Buy
81,789
+186
+0.2% +$7.76K 0.34% 55
2024
Q2 		$3.38M Buy
81,603
+2,681
+3% +$108K 0.34% 52
2024
Q1 		$3.32M Sell
78,922
-8,485
-10% -$342K 0.34% 53
2023
Q4 		$3.35M Buy
+87,407
New +$3.09M 0.35% 50

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Leo Wealth LLC's VZ Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Verizon (VZ) in Q3 2026: 51,091 shares worth $2.34M. The stake represents 0.5% of the portfolio and ranks #44 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in VZ as recently as Q1 2026.

Leo Wealth LLC first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.66M in Q1 2026. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Leo Wealth LLC held 51,091 shares of Verizon worth $2.34M as of Q3 2026.
  • Verizon was a new Leo Wealth LLC position in Q3 2026.
  • Verizon made up 0.5% of Leo Wealth LLC's portfolio in Q3 2026, its #44 holding.
  • Leo Wealth LLC first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Leo Wealth LLC's Verizon position peaked at $4.66M in Q1 2026.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.