McCarter Private Wealth Services’s Verizon VZ Stock Holding History

McCarter Private Wealth Services’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	$646K	Sell	14,086 -20	-0.1%	-$941	0.22%	97
2026 Q2	$597K	Buy	14,106 +200	+1%	+$9.38K	0.21%	101
2026 Q1	$698K	Buy	13,906 +2,032	+17%	+$94.2K	0.3%	74
2025 Q4	$484K	Buy	11,874 +6,659	+128%	+$270K	0.22%	91
2025 Q3	$229K	Buy	5,215 +285	+6%	+$12.3K	0.12%	119
2025 Q2	$213K	Hold	4,930	–	–	0.12%	111
2025 Q1	$224K	Buy	+4,930	New	+$205K	0.15%	97
2024 Q4	–	Sell	-5,429	Closed	-$244K	–	107
2024 Q3	$244K	Buy	+5,429	New	+$227K	0.15%	92

Other funds holding VZ

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCarter Private Wealth Services's VZ Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Verizon (VZ) stake by 0.14% in Q3 2026, selling an estimated $941 and leaving 14,086 shares worth $646K. The position accounts for 0.22% of the portfolio, ranked #97.

McCarter Private Wealth Services first reported a position in VZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $698K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

McCarter Private Wealth Services held 14,086 shares of Verizon worth $646K as of Q3 2026.
McCarter Private Wealth Services sold 20 Verizon shares in Q3 2026, an estimated $941.
Verizon made up 0.22% of McCarter Private Wealth Services's portfolio in Q3 2026, its #97 holding.
McCarter Private Wealth Services first reported a position in Verizon in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Verizon position peaked at $698K in Q1 2026.
1,279 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.