NW
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NewEdge Wealth’s Verizon VZ Stock Holding History

NewEdge 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 		$5.41M Sell
107,700
-26,488
-20% -$1.23M 0.06% 208
2025
Q4 		$5.47M Buy
134,188
+38,335
+40% +$1.55M 0.06% 216
2025
Q3 		$3.8M Buy
95,853
+62,219
+185% +$2.69M 0.05% 254
2025
Q2 		$1.44M Buy
33,634
+22
+0.1% +$953 0.02% 453
2025
Q1 		$1.52M Sell
33,612
-4,767
-12% -$198K 0.03% 408
2024
Q4 		$1.53M Sell
38,379
-42,036
-52% -$1.77M 0.03% 408
2024
Q3 		$3.61M Buy
80,415
+24,900
+45% +$1.04M 0.07% 254
2024
Q2 		$2.29M Sell
55,515
-5,393
-9% -$217K 0.05% 305
2024
Q1 		$2.37M Buy
60,908
+7,070
+13% +$285K 0.05% 296
2023
Q4 		$2.03M Buy
53,838
+8,459
+19% +$299K 0.05% 296
2023
Q3 		$1.47M Sell
45,379
-8,391
-16% -$284K 0.05% 304
2023
Q2 		$2M Sell
53,770
-1,705
-3% -$63.1K 0.07% 251
2023
Q1 		$2.16M Buy
55,475
+9,414
+20% +$371K 0.08% 212
2022
Q4 		$1.81M Sell
46,061
-5,096
-10% -$192K 0.08% 223
2022
Q3 		$1.94M Sell
51,157
-30,221
-37% -$1.35M 0.09% 192
2022
Q2 		$4.13M Buy
81,378
+76,165
+1,461% +$3.85M 0.19% 119
2022
Q1 		$266K Sell
5,213
-14,370
-73% -$761K 0.01% 374
2021
Q4 		$1.02M Buy
19,583
+15,799
+418% +$824K 0.04% 235
2021
Q3 		$204K Buy
+3,784
New +$209K 0.01% 281

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

NewEdge Wealth's VZ Position: Q1 2026 in Review

NewEdge Wealth reduced its Verizon (VZ) stake by 20% in Q1 2026, selling an estimated $1.23M and leaving 107,700 shares worth $5.41M. The position accounts for 0.06% of the portfolio, ranked #208.

NewEdge Wealth first reported a position in VZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.47M in Q4 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • NewEdge Wealth held 107,700 shares of Verizon worth $5.41M as of Q1 2026.
  • NewEdge Wealth sold 26,488 Verizon shares in Q1 2026, an estimated $1.23M.
  • Verizon made up 0.06% of NewEdge Wealth's portfolio in Q1 2026, its #208 holding.
  • NewEdge Wealth first reported a position in Verizon in Q3 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Verizon position peaked at $5.47M in Q4 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.