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Mindset Wealth Management’s Verizon VZ Stock Holding History

Mindset Wealth 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
Q1 		$280K Sell
5,585
-574
-9% -$26.6K 0.08% 128
2025
Q4 		$251K Buy
6,159
+74
+1% +$3K 0.07% 156
2025
Q3 		$267K Sell
6,085
-400
-6% -$17.3K 0.07% 135
2025
Q2 		$281K Buy
6,485
+1,300
+25% +$56.3K 0.09% 120
2025
Q1 		$235K Buy
+5,185
New +$216K 0.09% 126

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

Mindset Wealth Management's VZ Position: Q1 2026 in Review

Mindset Wealth Management reduced its Verizon (VZ) stake by 9.3% in Q1 2026, selling an estimated $26.6K and leaving 5,585 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #128.

Mindset Wealth Management first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $281K in Q2 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Mindset Wealth Management held 5,585 shares of Verizon worth $280K as of Q1 2026.
  • Mindset Wealth Management sold 574 Verizon shares in Q1 2026, an estimated $26.6K.
  • Verizon made up 0.08% of Mindset Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Mindset Wealth Management first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Verizon position peaked at $281K in Q2 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.