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Monterey Private Wealth’s Verizon VZ Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$228K Sell
5,029
-477
-9% -$19.9K 0.07% 115
2024
Q4 		$220K Buy
+5,506
New +$232K 0.07% 119
2024
Q2 		– Sell
-5,198
Closed -$218K – 124
2024
Q1 		$218K Sell
5,198
-261
-5% -$10.5K 0.09% 105
2023
Q4 		$206K Buy
+5,459
New +$193K 0.09% 99
2023
Q2 		– Sell
-8,611
Closed -$335K – 111
2023
Q1 		$335K Buy
8,611
+801
+10% +$31.6K 0.17% 68
2022
Q4 		$308K Sell
7,810
-3,494
-31% -$132K 0.17% 73
2022
Q3 		$437K Sell
11,304
-594
-5% -$26.5K 0.26% 50
2022
Q2 		$604K Sell
11,898
-492
-4% -$24.9K 0.35% 45
2022
Q1 		$639K Buy
12,390
+1,507
+14% +$79.8K 0.31% 49
2021
Q4 		$565K Sell
10,883
-662
-6% -$34.5K 0.28% 55
2021
Q3 		$629K Sell
11,545
-356
-3% -$19.7K 0.35% 46
2021
Q2 		$667K Buy
11,901
+5,933
+99% +$340K 0.38% 40
2021
Q1 		$340K Sell
5,968
-2
-0% -$113 0.19% 61
2020
Q4 		$351K Sell
5,970
-42
-0.7% -$2.5K 0.2% 56
2020
Q3 		$358K Buy
6,012
+289
+5% +$16.8K 0.23% 55
2020
Q2 		$316K Sell
5,723
-140
-2% -$7.88K 0.23% 54
2020
Q1 		$315K Sell
5,863
-410
-7% -$23.5K 0.27% 46
2019
Q4 		$385K Buy
+6,273
New +$378K 0.31% 44

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monterey Private Wealth's VZ Position: Q1 2025 in Review

Monterey Private Wealth reduced its Verizon (VZ) stake by 8.7% in Q1 2025, selling an estimated $19.9K and leaving 5,029 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #115.

Monterey Private Wealth first reported a position in VZ in Q4 2019 and has held it in 18 quarters since. The position peaked at $667K in Q2 2021. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Monterey Private Wealth held 5,029 shares of Verizon worth $228K as of Q1 2025.
  • Monterey Private Wealth sold 477 Verizon shares in Q1 2025, an estimated $19.9K.
  • Verizon made up 0.07% of Monterey Private Wealth's portfolio in Q1 2025, its #115 holding.
  • Monterey Private Wealth first reported a position in Verizon in Q4 2019 and has held it in 18 quarters since.
  • Monterey Private Wealth's Verizon position peaked at $667K in Q2 2021.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.