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North Ridge Wealth Advisors’s Verizon VZ Stock Holding History

North Ridge Wealth 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 		$25.1K Hold
500
– – 0.01% 104
2025
Q4 		$20.4K Hold
500
– – 0.01% 103
2025
Q3 		$22K Hold
500
– – 0.01% 111
2025
Q2 		$21.6K Hold
500
– – 0.01% 102
2025
Q1 		$22.7K Hold
500
– – 0.02% 97
2024
Q4 		$20K Buy
+500
New +$21.1K 0.01% 99

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

North Ridge Wealth Advisors's VZ Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Verizon (VZ) position steady in Q1 2026 at 500 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #104.

North Ridge Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • North Ridge Wealth Advisors held 500 shares of Verizon worth $25.1K as of Q1 2026.
  • North Ridge Wealth Advisors left its Verizon share count unchanged in Q1 2026.
  • Verizon made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • North Ridge Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.