MHR
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Matthew Hamilton Rosenberg’s Verizon VZ Stock Holding History

Matthew Hamilton Rosenberg’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 		$550K Buy
11,988
+445
+4% +$20.9K 0.1% 103
2026
Q2 		$489K Buy
11,543
+2,140
+23% +$100K 0.09% 112
2026
Q1 		$472K Buy
9,403
+682
+8% +$31.6K 0.1% 96
2025
Q4 		$355K Sell
8,721
-1,032
-11% -$41.9K 0.07% 123
2025
Q3 		$429K Buy
9,753
+420
+5% +$18.2K 0.09% 100
2025
Q2 		$404K Buy
9,333
+1,892
+25% +$81.9K 0.09% 104
2025
Q1 		$338K Buy
7,441
+586
+9% +$24.4K 0.08% 106
2024
Q4 		$274K Buy
6,855
+67
+1% +$2.83K 0.07% 137
2024
Q3 		$305K Buy
6,788
+472
+7% +$19.7K 0.08% 127
2024
Q2 		$264K Sell
6,316
-997
-14% -$40.2K 0.08% 140
2024
Q1 		$309K Buy
7,313
+344
+5% +$13.9K 0.09% 115
2023
Q4 		$263K Sell
6,969
-2,443
-26% -$86.4K 0.08% 134
2023
Q3 		$305K Sell
9,412
-765
-8% -$25.8K 0.1% 104
2023
Q2 		$378K Buy
10,177
+317
+3% +$11.7K 0.13% 87
2023
Q1 		$383K Sell
9,860
-759
-7% -$29.9K 0.12% 89
2022
Q4 		$418K Sell
10,619
-8
-0.1% -$301 0.14% 84
2022
Q3 		$403K Sell
10,627
-359
-3% -$16K 0.16% 77
2022
Q2 		$567K Buy
10,986
+727
+7% +$36.8K 0.21% 62
2022
Q1 		$523K Buy
10,259
+1,785
+21% +$94.6K 0.18% 66
2021
Q4 		$440K Sell
8,474
-225
-3% -$11.7K 0.16% 77
2021
Q3 		$470K Buy
8,699
+187
+2% +$10.3K 0.19% 63
2021
Q2 		$477K Sell
8,512
-459
-5% -$26.3K 0.25% 46
2021
Q1 		$522K Buy
8,971
+86
+1% +$4.85K 0.3% 39
2020
Q4 		$522K Buy
8,885
+1,090
+14% +$64.7K 0.33% 36
2020
Q3 		$464K Buy
7,795
+58
+0.7% +$3.37K 0.34% 37
2020
Q2 		$427K Buy
7,737
+919
+13% +$51.7K 0.34% 36
2020
Q1 		$367K Buy
+6,818
New +$390K 0.37% 34

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's VZ Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Verizon (VZ) stake by 3.9% in Q3 2026, buying an estimated $20.9K and bringing the position to 11,988 shares worth $550K. The position accounts for 0.1% of the portfolio, ranked #103.

Matthew Hamilton Rosenberg first reported a position in VZ in Q1 2020 and has held it in 27 quarters since. The position peaked at $567K in Q2 2022. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Matthew Hamilton Rosenberg held 11,988 shares of Verizon worth $550K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 445 Verizon shares in Q3 2026, an estimated $20.9K.
  • Verizon made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #103 holding.
  • Matthew Hamilton Rosenberg first reported a position in Verizon in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Verizon position peaked at $567K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.