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McClarren Financial Advisors’s Verizon VZ Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-1,034
Closed -$47K – 299
2025
Q1 		$47K Sell
1,034
-2
-0.2% -$83 0.03% 140
2024
Q4 		$41K Sell
1,036
-25
-2% -$1.05K 0.12% 92
2024
Q3 		$59 Buy
1,061
+938
+763% +$39.1K 0.01% 115
2024
Q2 		$41K Sell
123
-1,017
-89% -$41K 0.03% 159
2024
Q1 		$48K Buy
1,140
+19
+2% +$766 0.03% 147
2023
Q4 		$42K Buy
1,121
+21
+2% +$743 0.03% 170
2023
Q3 		$35K Buy
1,100
+21
+2% +$710 0.03% 173
2023
Q2 		$40K Buy
1,079
+18
+2% +$666 0.03% 166
2023
Q1 		$40K Sell
1,061
-2,069
-66% -$81.6K 0.04% 162
2022
Q4 		$123K Sell
3,130
-685
-18% -$25.8K 0.12% 90
2022
Q3 		$144K Buy
+3,815
New +$170K 0.14% 74
2022
Q2 		– Sell
-1,632
Closed -$83K – 288
2022
Q1 		$83K Sell
1,632
-324
-17% -$17.2K 0.06% 96
2021
Q4 		$102K Buy
1,956
+250
+15% +$13K 0.07% 99
2021
Q3 		$92K Sell
1,706
-123
-7% -$6.8K 0.07% 83
2021
Q2 		$102K Sell
1,829
-62
-3% -$3.56K 0.08% 76
2021
Q1 		$110K Sell
1,891
-118
-6% -$6.66K 0.1% 74
2020
Q4 		$111K Buy
+2,009
New +$119K 0.11% 72

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

McClarren Financial Advisors's VZ Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Verizon (VZ) in Q2 2025, closing a stake of 1,034 shares — an estimated $47K sold.

McClarren Financial Advisors first reported a position in VZ in Q4 2020 and held it in 17 quarters. The position peaked at $144K in Q3 2022. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,034 Verizon shares in Q2 2025, an estimated $47K.
  • McClarren Financial Advisors first reported a position in Verizon in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Verizon position peaked at $144K in Q3 2022.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.