Norris Financial Group’s Verizon VZ Stock Holding History

Norris Financial Group’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	$1.11M	Buy	22,154 +1,552	+8%	+$71.9K	0.36%	54
2025 Q4	$839K	Sell	20,602 -14,101	-41%	-$572K	0.29%	57
2025 Q3	$1.53M	Sell	34,703 -1,208	-3%	-$52.3K	0.56%	51
2025 Q2	$1.55M	Sell	35,911 -8,194	-19%	-$355K	0.64%	44
2025 Q1	$2M	Buy	44,105 +37,392	+557%	+$1.56M	0.93%	30
2024 Q4	$268K	Buy	+6,713	New	+$283K	0.13%	72
2022 Q2	–	Sell	-18,066	Closed	-$920K	–	90
2022 Q1	$920K	Buy	18,066 +226	+1%	+$12K	0.56%	41
2021 Q4	$927K	Sell	17,840 -539	-3%	-$28.1K	0.56%	38
2021 Q3	$993K	Sell	18,379 -277	-1%	-$15.3K	0.66%	34
2021 Q2	$1.05M	Sell	18,656 -1,343	-7%	-$77.1K	0.7%	37
2021 Q1	$1.16M	Sell	19,999 -6,872	-26%	-$388K	0.85%	29
2020 Q4	$1.58M	Buy	26,871 +1,599	+6%	+$95K	1.24%	22
2020 Q3	$1.5M	Buy	25,272 +5,516	+28%	+$320K	1.27%	21
2020 Q2	$1.09M	Sell	19,756 -1,961	-9%	-$110K	1.03%	24
2020 Q1	$1.17M	Buy	21,717 +17,412	+404%	+$996K	1.3%	21
2019 Q4	$264K	Buy	+4,305	New	+$260K	0.24%	50

Other funds holding VZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return