MWM
VZ icon

Moran Wealth Management’s Verizon VZ Stock Holding History

Moran 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
2025
Q2 		– Sell
-81,525
Closed -$3.7M – 517
2025
Q1 		$3.7M Sell
81,525
-1,175
-1% -$48.9K 0.12% 216
2024
Q4 		$3.31M Buy
82,700
+1,389
+2% +$58.6K 0.11% 218
2024
Q3 		$3.65M Sell
81,311
-1,114
-1% -$46.5K 0.11% 209
2024
Q2 		$3.4M Buy
82,425
+9,677
+13% +$390K 0.11% 205
2024
Q1 		$3.05M Buy
72,748
+24,796
+52% +$1M 0.1% 219
2023
Q4 		$1.81M Buy
47,952
+26,133
+120% +$925K 0.06% 253
2023
Q3 		$707K Buy
21,819
+14,797
+211% +$500K 0.03% 283
2023
Q2 		$261K Buy
+7,022
New +$260K 0.01% 362

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moran Wealth Management's VZ Position: Q2 2025 in Review

Moran Wealth Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 81,525 shares — an estimated $3.7M sold.

Moran Wealth Management first reported a position in VZ in Q2 2023 and held it in 8 quarters. The position peaked at $3.7M in Q1 2025. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Moran Wealth Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 81,525 Verizon shares in Q2 2025, an estimated $3.7M.
  • Moran Wealth Management first reported a position in Verizon in Q2 2023 and held it in 8 quarters.
  • Moran Wealth Management's Verizon position peaked at $3.7M in Q1 2025.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.