McLean Asset Management
VZ icon

McLean Asset Management’s Verizon VZ Stock Holding History

McLean Asset Management’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 		$369K Sell
8,008
-54
-0.7% -$2.54K 0.05% 126
2026
Q2 		$377K Buy
8,062
+89
+1% +$4.18K 0.05% 125
2026
Q1 		$400K Sell
7,973
-679
-8% -$31.5K 0.07% 110
2025
Q4 		$345K Buy
8,652
+81
+0.9% +$3.28K 0.06% 119
2025
Q3 		$355K Buy
8,571
+243
+3% +$10.5K 0.07% 112
2025
Q2 		$363K Sell
8,328
-308
-4% -$13.3K 0.1% 107
2025
Q1 		$364K Sell
8,636
-752
-8% -$31.3K 0.12% 89
2024
Q4 		$375K Buy
9,388
+1,288
+16% +$54.3K 0.11% 94
2024
Q3 		$358K Buy
8,100
+123
+2% +$5.13K 0.11% 94
2024
Q2 		$328K Buy
7,977
+994
+14% +$40.1K 0.11% 96
2024
Q1 		$285K Buy
6,983
+115
+2% +$4.64K 0.1% 115
2023
Q4 		$276K Sell
6,868
-305
-4% -$10.8K 0.1% 107
2023
Q3 		$228K Buy
7,173
+100
+1% +$3.38K 0.09% 119
2023
Q2 		$263K Sell
7,073
-70
-1% -$2.59K 0.1% 105
2023
Q1 		$278K Sell
7,143
-602
-8% -$23.7K 0.11% 98
2022
Q4 		$305K Buy
7,745
+442
+6% +$16.7K 0.1% 95
2022
Q3 		$269K Sell
7,303
-373
-5% -$16.6K 0.1% 93
2022
Q2 		$395K Sell
7,676
-380
-5% -$19.2K 0.16% 70
2022
Q1 		$410K Buy
8,056
+337
+4% +$17.9K 0.3% 59
2021
Q4 		$413K Sell
7,719
-720
-9% -$37.6K 0.16% 69
2021
Q3 		$448K Buy
8,439
+3,387
+67% +$187K 0.17% 63
2021
Q2 		$285K Sell
5,052
-116
-2% -$6.66K 0.13% 82
2021
Q1 		$291K Buy
+5,168
New +$292K 0.23% 73

Other funds holding VZ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

McLean Asset Management's VZ Position: Q3 2026 in Review

McLean Asset Management reduced its Verizon (VZ) stake by 0.67% in Q3 2026, selling an estimated $2.54K and leaving 8,008 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #126.

McLean Asset Management first reported a position in VZ in Q1 2021 and has held it in 23 quarters since. The position peaked at $448K in Q3 2021. 2,353 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • McLean Asset Management held 8,008 shares of Verizon worth $369K as of Q3 2026.
  • McLean Asset Management sold 54 Verizon shares in Q3 2026, an estimated $2.54K.
  • Verizon made up 0.05% of McLean Asset Management's portfolio in Q3 2026, its #126 holding.
  • McLean Asset Management first reported a position in Verizon in Q1 2021 and has held it in 23 quarters since.
  • McLean Asset Management's Verizon position peaked at $448K in Q3 2021.
  • 2,353 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.