N.E.W. Advisory Services’s Verizon VZ Stock Holding History

N.E.W. Advisory Services’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	$842K	Buy	16,767 +3,804	+29%	+$176K	0.06%	105
2025 Q4	$528K	Buy	12,963 +690	+6%	+$28K	0.04%	129
2025 Q3	$539K	Buy	12,273 +1,004	+9%	+$43.5K	0.05%	112
2025 Q2	$488K	Buy	11,269 +752	+7%	+$32.6K	0.05%	116
2025 Q1	$477K	Buy	10,517 +226	+2%	+$9.41K	0.04%	135
2024 Q4	$412K	Buy	10,291 +116	+1%	+$4.89K	0.04%	128
2024 Q3	$457K	Buy	10,175 +7	+0.1%	+$292	0.05%	119
2024 Q2	$419K	Sell	10,168 -828	-8%	-$33.4K	0.05%	116
2024 Q1	$461K	Buy	10,996 +959	+10%	+$38.7K	0.05%	107
2023 Q4	$378K	Buy	10,037 +1,747	+21%	+$61.8K	0.05%	117
2023 Q3	$269K	Sell	8,290 -561	-6%	-$19K	0.04%	127
2023 Q2	$329K	Buy	8,851 +2,869	+48%	+$106K	0.05%	104
2023 Q1	$233K	Buy	5,982 +27	+0.5%	+$1.06K	0.03%	123
2022 Q4	$235K	Sell	5,955 -2,837	-32%	-$107K	0.04%	119
2022 Q3	$334K	Buy	8,792 +53	+0.6%	+$2.36K	0.06%	93
2022 Q2	$443K	Buy	8,739 +4,014	+85%	+$203K	0.08%	77
2022 Q1	$273K	Sell	4,725 -4,303	-48%	-$228K	0.05%	111
2021 Q4	$469K	Buy	9,028 +2,002	+28%	+$104K	0.07%	88
2021 Q3	$380K	Buy	7,026 +1,351	+24%	+$74.7K	0.06%	97
2021 Q2	$317K	Buy	5,675 +950	+20%	+$54.5K	0.05%	104
2021 Q1	$274K	Buy	4,725 +770	+19%	+$43.5K	0.05%	111
2020 Q4	$235K	Buy	+3,955	New	+$235K	0.05%	119

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

N.E.W. Advisory Services's VZ Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Verizon (VZ) stake by 29% in Q1 2026, buying an estimated $176K and bringing the position to 16,767 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #105.

N.E.W. Advisory Services first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

N.E.W. Advisory Services held 16,767 shares of Verizon worth $842K as of Q1 2026.
N.E.W. Advisory Services bought 3,804 Verizon shares in Q1 2026, an estimated $176K.
Verizon made up 0.06% of N.E.W. Advisory Services's portfolio in Q1 2026, its #105 holding.
N.E.W. Advisory Services first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.