MGIA
VZ icon

Moneta Group Investment Advisors’s Verizon VZ Stock Holding History

Moneta Group Investment 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
2026
Q1 		$5.51M Sell
109,756
-5,309
-5% -$246K 0.04% 159
2025
Q4 		$4.69M Sell
115,065
-3,864
-3% -$157K 0.04% 173
2025
Q3 		$5.23M Buy
118,929
+5,220
+5% +$226K 0.04% 160
2025
Q2 		$4.92M Buy
113,709
+5,753
+5% +$249K 0.06% 138
2025
Q1 		$4.9M Buy
107,956
+1,610
+2% +$67K 0.07% 133
2024
Q4 		$4.25M Buy
106,346
+31,778
+43% +$1.34M 0.06% 143
2024
Q3 		$3.35M Sell
74,568
-3,879
-5% -$162K 0.05% 154
2024
Q2 		$3.24M Sell
78,447
-756
-1% -$30.5K 0.05% 148
2024
Q1 		$3.32M Buy
79,203
+6,838
+9% +$276K 0.05% 149
2023
Q4 		$2.73M Sell
72,365
-3,523
-5% -$125K 0.05% 148
2023
Q3 		$2.46M Sell
75,888
-5,236
-6% -$177K 0.06% 147
2023
Q2 		$3.02M Buy
81,124
+75
+0.1% +$2.78K 0.07% 139
2023
Q1 		$3.15M Buy
81,049
+8,721
+12% +$344K 0.08% 132
2022
Q4 		$3.01M Sell
72,328
-16,900
-19% -$637K 0.08% 125
2022
Q3 		$3.39M Sell
89,228
-2,398
-3% -$107K 0.13% 106
2022
Q2 		$4.65M Buy
91,626
+31,398
+52% +$1.59M 0.16% 94
2022
Q1 		$3.07M Buy
60,228
+4,589
+8% +$243K 0.12% 108
2021
Q4 		$2.89M Sell
55,639
-8,608
-13% -$449K 0.12% 116
2021
Q3 		$3.47M Sell
64,247
-4,520
-7% -$250K 0.16% 95
2021
Q2 		$3.85M Buy
68,767
+8,629
+14% +$495K 0.18% 93
2021
Q1 		$3.5M Buy
60,138
+27,627
+85% +$1.56M 0.18% 91
2020
Q4 		$1.91M Buy
32,511
+1,262
+4% +$75K 0.14% 101
2020
Q3 		$1.86M Sell
31,249
-984
-3% -$57.2K 0.16% 89
2020
Q2 		$1.78M Buy
32,233
+3,795
+13% +$213K 0.17% 91
2020
Q1 		$1.53M Sell
28,438
-6,611
-19% -$378K 0.16% 91
2019
Q4 		$2.15M Buy
35,049
+374
+1% +$22.6K 0.18% 79
2019
Q3 		$2.09M Buy
34,675
+1,978
+6% +$114K 0.2% 81
2019
Q2 		$1.87M Sell
32,697
-78
-0.2% -$4.49K 0.18% 80
2019
Q1 		$1.94M Buy
32,775
+207
+0.6% +$11.7K 0.2% 76
2018
Q4 		$1.83M Sell
32,568
-3,215
-9% -$182K 0.22% 73
2018
Q3 		$1.91M Sell
35,783
-4,873
-12% -$258K 0.2% 76
2018
Q2 		$2.04M Sell
40,656
-15,971
-28% -$773K 0.23% 66
2018
Q1 		$1.7M Buy
56,627
+24,493
+76% +$1.23M 0.23% 58
2017
Q4 		$1.7M Sell
32,134
-5,579
-15% -$274K 0.26% 49
2017
Q3 		$1.87M Sell
37,713
-1,257
-3% -$59.1K 0.29% 45
2017
Q2 		$1.74M Buy
38,970
+2,481
+7% +$116K 0.28% 60
2017
Q1 		$1.78M Sell
36,489
-2,536
-6% -$127K 0.35% 39
2016
Q4 		$2.08M Buy
39,025
+2,536
+7% +$127K 0.43% 32
2016
Q3 		$1.9M Sell
36,489
-5,325
-13% -$286K 0.43% 33
2016
Q2 		$2.33M Buy
41,814
+1,300
+3% +$67.4K 0.51% 35
2016
Q1 		$2.19M Buy
40,514
+4,325
+12% +$216K 0.49% 31
2015
Q4 		$1.67M Buy
36,189
+3,870
+12% +$176K 0.41% 35
2015
Q3 		$1.41M Buy
32,319
+10,718
+50% +$495K 0.39% 36
2015
Q2 		$1.01M Buy
21,601
+853
+4% +$41.8K 0.31% 38
2015
Q1 		$1.01M Buy
20,748
+499
+2% +$24.1K 0.43% 36
2014
Q4 		$947K Sell
20,249
-25
-0.1% -$1.22K 0.46% 32
2014
Q3 		$1.01M Buy
20,274
+1,225
+6% +$60.9K 0.53% 32
2014
Q2 		$932K Buy
19,049
+3,635
+24% +$176K 0.5% 33
2014
Q1 		$733K Sell
15,414
-603
-4% -$28.5K 0.43% 36
2013
Q4 		$787K Sell
16,017
-587
-4% -$28.9K 0.47% 37
2013
Q3 		$775K Sell
16,604
-385
-2% -$18.8K 0.51% 36
2013
Q2 		$855K Buy
+16,989
New +$867K 0.6% 33

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

Moneta Group Investment Advisors's VZ Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Verizon (VZ) stake by 4.6% in Q1 2026, selling an estimated $246K and leaving 109,756 shares worth $5.51M. The position accounts for 0.04% of the portfolio, ranked #159.

Moneta Group Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Moneta Group Investment Advisors held 109,756 shares of Verizon worth $5.51M as of Q1 2026.
  • Moneta Group Investment Advisors sold 5,309 Verizon shares in Q1 2026, an estimated $246K.
  • Verizon made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #159 holding.
  • Moneta Group Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.