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MorganRosel Wealth Management’s Verizon VZ Stock Holding History

MorganRosel 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
Q3 		– Sell
-2,256
Closed -$97.6K – 346
2025
Q2 		$97.6K Buy
2,256
+809
+56% +$35K 0.03% 144
2025
Q1 		$65.6K Buy
+1,447
New +$60.2K 0.02% 149

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MorganRosel Wealth Management's VZ Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Verizon (VZ) in Q3 2025, closing a stake of 2,256 shares — an estimated $97.6K sold.

MorganRosel Wealth Management first reported a position in VZ in Q1 2025 and held it in 2 quarters. The position peaked at $97.6K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,256 Verizon shares in Q3 2025, an estimated $97.6K.
  • MorganRosel Wealth Management first reported a position in Verizon in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Verizon position peaked at $97.6K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.