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Measured Wealth Private Client Group’s Verizon VZ Stock Holding History

Measured Wealth Private Client Group’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 		$179K Sell
3,572
-6,497
-65% -$301K 0.05% 195
2025
Q4 		$410K Sell
10,069
-8,616
-46% -$349K 0.11% 115
2025
Q3 		$821K Buy
18,685
+858
+5% +$37.1K 0.22% 59
2025
Q2 		$771K Buy
+17,827
New +$772K 0.23% 63
2022
Q3 		– Sell
-8,434
Closed -$428K – 185
2022
Q2 		$428K Buy
8,434
+818
+11% +$41.4K 0.19% 78
2022
Q1 		$388K Sell
7,616
-654
-8% -$34.6K 0.14% 84
2021
Q4 		$430K Buy
8,270
+3
+0% +$157 0.15% 88
2021
Q3 		$446K Sell
8,267
-61
-0.7% -$3.37K 0.17% 78
2021
Q2 		$467K Sell
8,328
-202
-2% -$11.6K 0.15% 87
2021
Q1 		$496K Sell
8,530
-1,312
-13% -$74K 0.18% 71
2020
Q4 		$578K Sell
9,842
-6,436
-40% -$382K 0.24% 52
2020
Q3 		$968K Buy
16,278
+1
+0% +$58 0.47% 36
2020
Q2 		$897K Buy
16,277
+3,471
+27% +$195K 0.52% 31
2020
Q1 		$688K Buy
12,806
+3,686
+40% +$211K 0.54% 29
2019
Q4 		$560K Sell
9,120
-1,798
-16% -$108K 0.37% 34
2019
Q3 		$659K Sell
10,918
-7,850
-42% -$452K 0.43% 38
2019
Q2 		$1.07M Sell
18,768
-7,038
-27% -$406K 0.62% 31
2019
Q1 		$1.53M Buy
25,806
+3,239
+14% +$183K 0.94% 19
2018
Q4 		$1.27M Sell
22,567
-4,878
-18% -$277K 1.15% 20
2018
Q3 		$1.46M Sell
27,445
-696
-2% -$36.8K 0.88% 17
2018
Q2 		$1.42M Buy
+28,141
New +$1.36M 1.15% 14
2017
Q3 		$1.26M Buy
+25,377
New +$1.19M 1.72% 13

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

Measured Wealth Private Client Group's VZ Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Verizon (VZ) stake by 65% in Q1 2026, selling an estimated $301K and leaving 3,572 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #195.

Measured Wealth Private Client Group first reported a position in VZ in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.53M in Q1 2019. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Measured Wealth Private Client Group held 3,572 shares of Verizon worth $179K as of Q1 2026.
  • Measured Wealth Private Client Group sold 6,497 Verizon shares in Q1 2026, an estimated $301K.
  • Verizon made up 0.05% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #195 holding.
  • Measured Wealth Private Client Group first reported a position in Verizon in Q3 2017 and has held it in 22 quarters since.
  • Measured Wealth Private Client Group's Verizon position peaked at $1.53M in Q1 2019.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.