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Naviter Wealth’s Verizon VZ Stock Holding History

Naviter 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
2026
Q1 		$1.87M Buy
37,302
+1,132
+3% +$52.5K 0.23% 102
2025
Q4 		$1.47M Sell
36,170
-7,155
-17% -$290K 0.19% 130
2025
Q3 		$1.9M Buy
43,325
+473
+1% +$20.5K 0.22% 116
2025
Q2 		$1.85M Sell
42,852
-3,684
-8% -$160K 0.23% 118
2025
Q1 		$2.09M Buy
46,536
+89
+0.2% +$3.71K 0.25% 109
2024
Q4 		$1.86M Sell
46,447
-1,151
-2% -$48.6K 0.22% 121
2024
Q3 		$2.14M Sell
47,598
-313
-0.7% -$13.1K 0.3% 92
2024
Q2 		$1.98M Buy
47,911
+3,532
+8% +$142K 0.3% 94
2024
Q1 		$1.86M Buy
44,379
+2,486
+6% +$100K 0.3% 92
2023
Q4 		$1.58M Buy
41,893
+8,896
+27% +$315K 0.32% 86
2023
Q3 		$1.07M Buy
32,997
+2,730
+9% +$92.2K 0.26% 91
2023
Q2 		$1.13M Buy
30,267
+2,981
+11% +$110K 0.29% 93
2023
Q1 		$1.06M Buy
27,286
+1,839
+7% +$72.5K 0.37% 76
2022
Q4 		$1.04M Buy
25,447
+4,014
+19% +$151K 0.29% 87
2022
Q3 		$814K Buy
21,433
+5,617
+36% +$250K 0.33% 72
2022
Q2 		$803K Buy
+15,816
New +$800K 0.33% 73

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

Naviter Wealth's VZ Position: Q1 2026 in Review

Naviter Wealth increased its Verizon (VZ) stake by 3.1% in Q1 2026, buying an estimated $52.5K and bringing the position to 37,302 shares worth $1.87M. The position accounts for 0.23% of the portfolio, ranked #102.

Naviter Wealth first reported a position in VZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.14M in Q3 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Naviter Wealth held 37,302 shares of Verizon worth $1.87M as of Q1 2026.
  • Naviter Wealth bought 1,132 Verizon shares in Q1 2026, an estimated $52.5K.
  • Verizon made up 0.23% of Naviter Wealth's portfolio in Q1 2026, its #102 holding.
  • Naviter Wealth first reported a position in Verizon in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Verizon position peaked at $2.14M in Q3 2024.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.