Nikulski Financial
VZ icon

Nikulski Financial’s Verizon VZ Stock Holding History

Nikulski Financial’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
Q3 		$1.23M Buy
26,857
+9,693
+56% +$456K 0.26% 85
2026
Q2 		$727K Buy
17,164
+4,158
+32% +$195K 0.16% 114
2026
Q1 		$653K Buy
13,006
+494
+4% +$22.9K 0.16% 113
2025
Q4 		$510K Buy
+12,512
New +$508K 0.12% 114
2024
Q4 		– Sell
-5,697
Closed -$256K – 140
2024
Q3 		$256K Buy
5,697
+370
+7% +$15.4K 0.08% 116
2024
Q2 		$220K Buy
5,327
+1
+0% +$40 0.07% 118
2024
Q1 		$223K Sell
5,326
-57
-1% -$2.3K 0.07% 119
2023
Q4 		$203K Buy
+5,383
New +$190K 0.07% 132
2023
Q2 		– Sell
-5,918
Closed -$230K – 133
2023
Q1 		$230K Buy
+5,918
New +$233K 0.1% 119

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Nikulski Financial's VZ Position: Q3 2026 in Review

Nikulski Financial increased its Verizon (VZ) stake by 56% in Q3 2026, buying an estimated $456K and bringing the position to 26,857 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #85.

Nikulski Financial first reported a position in VZ in Q1 2023 and has held it in 9 quarters since. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Nikulski Financial held 26,857 shares of Verizon worth $1.23M as of Q3 2026.
  • Nikulski Financial bought 9,693 Verizon shares in Q3 2026, an estimated $456K.
  • Verizon made up 0.26% of Nikulski Financial's portfolio in Q3 2026, its #85 holding.
  • Nikulski Financial first reported a position in Verizon in Q1 2023 and has held it in 9 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.