Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s Verizon VZ Stock Holding History

Meriwether Wealth & Planning’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 		$184K Buy
+4,022
New +$189K 0.08% 121
2025
Q2 		– Sell
-4,985
Closed -$226K – 135
2025
Q1 		$226K Buy
+4,985
New +$208K 0.15% 107

Other funds holding VZ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Meriwether Wealth & Planning's VZ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Verizon (VZ) in Q3 2026: 4,022 shares worth $184K. The stake represents 0.08% of the portfolio and ranks #121 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in VZ as recently as Q1 2025.

Meriwether Wealth & Planning first reported a position in VZ in Q1 2025 and has held it in 2 quarters since. The position peaked at $226K in Q1 2025. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Meriwether Wealth & Planning held 4,022 shares of Verizon worth $184K as of Q3 2026.
  • Verizon was a new Meriwether Wealth & Planning position in Q3 2026.
  • Verizon made up 0.08% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #121 holding.
  • Meriwether Wealth & Planning first reported a position in Verizon in Q1 2025 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's Verizon position peaked at $226K in Q1 2025.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.