New World Advisors’s Verizon VZ Stock Holding History

New World Advisors’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	$319K	Sell	6,346 -318	-5%	-$14.7K	0.06%	52
2025 Q4	$271K	Buy	6,664 +658	+11%	+$26.7K	0.05%	63
2025 Q3	$264K	Sell	6,006 -601	-9%	-$26K	0.05%	59
2025 Q2	$286K	Buy	6,607 +1,662	+34%	+$72K	0.06%	53
2025 Q1	$224K	Buy	+4,945	New	+$206K	0.05%	73
2024 Q4	–	Sell	-4,938	Closed	-$222K	–	85
2024 Q3	$222K	Hold	4,938	–	–	0.06%	72
2024 Q2	$204K	Hold	4,938	–	–	0.06%	72
2024 Q1	$207K	Buy	+4,938	New	+$199K	0.06%	67
2022 Q3	–	Sell	-4,938	Closed	-$249K	–	67
2022 Q2	$249K	Hold	4,938	–	–	0.13%	50
2022 Q1	$272K	Hold	4,938	–	–	0.14%	47
2021 Q4	$257K	Hold	4,938	–	–	0.12%	64
2021 Q3	$261K	Sell	4,938 -7,457	-60%	-$412K	0.12%	58
2021 Q2	$694K	Buy	12,395 +7,457	+151%	+$428K	0.47%	57
2021 Q1	$287K	Sell	4,938 -300	-6%	-$16.9K	0.16%	19
2020 Q4	$312K	Buy	5,238 +300	+6%	+$17.8K	0.2%	16
2020 Q3	$294K	Hold	4,938	–	–	0.19%	19
2020 Q2	$286K	Hold	4,938	–	–	0.19%	16
2020 Q1	$303K	Hold	4,938	–	–	0.19%	16
2019 Q4	$303K	Hold	4,938	–	–	0.19%	16
2019 Q3	$298K	Hold	4,938	–	–	0.2%	14
2019 Q2	$282K	Hold	4,938	–	–	0.2%	15
2019 Q1	$292K	Buy	+4,938	New	+$280K	0.21%	11

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

New World Advisors's VZ Position: Q1 2026 in Review

New World Advisors reduced its Verizon (VZ) stake by 4.8% in Q1 2026, selling an estimated $14.7K and leaving 6,346 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #52.

New World Advisors first reported a position in VZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $694K in Q2 2021. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

New World Advisors held 6,346 shares of Verizon worth $319K as of Q1 2026.
New World Advisors sold 318 Verizon shares in Q1 2026, an estimated $14.7K.
Verizon made up 0.06% of New World Advisors's portfolio in Q1 2026, its #52 holding.
New World Advisors first reported a position in Verizon in Q1 2019 and has held it in 22 quarters since.
New World Advisors's Verizon position peaked at $694K in Q2 2021.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.