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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McCarter Private Wealth Services's VZ Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Verizon (VZ) stake by 1.4% in Q2 2026, buying an estimated $9.38K and bringing the position to 14,106 shares worth $597K. The position accounts for 0.21% of the portfolio, ranked #101.

McCarter Private Wealth Services first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $698K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • McCarter Private Wealth Services held 14,106 shares of Verizon worth $597K as of Q2 2026.
  • McCarter Private Wealth Services bought 200 Verizon shares in Q2 2026, an estimated $9.38K.
  • Verizon made up 0.21% of McCarter Private Wealth Services's portfolio in Q2 2026, its #101 holding.
  • McCarter Private Wealth Services first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Verizon position peaked at $698K in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.