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Mosaic Family Wealth Partners’s Verizon VZ Stock Holding History

Mosaic Family Wealth Partners’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 		$214K Buy
+4,260
New +$197K 0.02% 265
2025
Q4 		– Sell
-5,138
Closed -$222K – 256
2025
Q3 		$222K Buy
5,138
+344
+7% +$14.9K 0.03% 210
2025
Q2 		$207K Buy
+4,794
New +$208K 0.03% 218
2023
Q1 		– Sell
-8,595
Closed -$339K – 190
2022
Q4 		$339K Buy
+8,595
New +$324K 0.1% 129

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

Mosaic Family Wealth Partners's VZ Position: Q1 2026 in Review

Mosaic Family Wealth Partners opened a new position in Verizon (VZ) in Q1 2026: 4,260 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Mosaic Family Wealth Partners previously reported a position in VZ as recently as Q3 2025.

Mosaic Family Wealth Partners first reported a position in VZ in Q4 2022 and has held it in 4 quarters since. The position peaked at $339K in Q4 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Mosaic Family Wealth Partners held 4,260 shares of Verizon worth $214K as of Q1 2026.
  • Verizon was a new Mosaic Family Wealth Partners position in Q1 2026.
  • Verizon made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #265 holding.
  • Mosaic Family Wealth Partners first reported a position in Verizon in Q4 2022 and has held it in 4 quarters since.
  • Mosaic Family Wealth Partners's Verizon position peaked at $339K in Q4 2022.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.