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Innovative Advisory Group, LLC’s Verizon VZ Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,188
Closed -$48.4K – 228
2025
Q4 		$48.4K Buy
1,188
+2
+0.2% +$81 0.03% 71
2025
Q3 		$52.1K Buy
1,186
+1
+0.1% +$43 0.03% 72
2025
Q2 		$51.3K Buy
1,185
+2
+0.2% +$87 0.04% 66
2025
Q1 		$53.7K Buy
1,183
+1
+0.1% +$42 0.05% 61
2024
Q4 		$47.3K Buy
+1,182
New +$49.9K 0.04% 61

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's VZ Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Verizon (VZ) in Q1 2026, closing a stake of 1,188 shares — an estimated $48.4K sold.

Innovative Advisory Group, LLC first reported a position in VZ in Q4 2024 and held it in 5 quarters. The position peaked at $53.7K in Q1 2025. 3,287 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,188 Verizon shares in Q1 2026, an estimated $48.4K.
  • Innovative Advisory Group, LLC first reported a position in Verizon in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Verizon position peaked at $53.7K in Q1 2025.
  • 3,287 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.