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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McCarter Private Wealth Services's VZ Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Verizon (VZ) stake by 17% in Q1 2026, buying an estimated $94.2K and bringing the position to 13,906 shares worth $698K. The position accounts for 0.3% of the portfolio, ranked #74.

McCarter Private Wealth Services first reported a position in VZ in Q3 2024 and has held it in 6 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • McCarter Private Wealth Services held 13,906 shares of Verizon worth $698K as of Q1 2026.
  • McCarter Private Wealth Services bought 2,032 Verizon shares in Q1 2026, an estimated $94.2K.
  • Verizon made up 0.3% of McCarter Private Wealth Services's portfolio in Q1 2026, its #74 holding.
  • McCarter Private Wealth Services first reported a position in Verizon in Q3 2024 and has held it in 6 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.