Northern Financial Advisors’s Verizon VZ Stock Holding History

Northern Financial 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	$711K	Buy	14,166 +7,289	+106%	+$338K	0.52%	60
2025 Q4	$280K	Sell	6,877 -5,492	-44%	-$223K	0.32%	77
2025 Q3	$544K	Buy	12,369 +1,299	+12%	+$56.2K	0.29%	81
2025 Q2	$479K	Buy	11,070 +513	+5%	+$22.2K	0.36%	74
2025 Q1	$479K	Sell	10,557 -1,142	-10%	-$47.5K	0.4%	76
2024 Q4	$468K	Sell	11,699 -1,216	-9%	-$51.3K	0.37%	74
2024 Q3	$580K	Sell	12,915 -440	-3%	-$18.4K	0.44%	69
2024 Q2	$551K	Sell	13,355 -3,302	-20%	-$133K	0.44%	70
2024 Q1	$699K	Buy	16,657 +6,739	+68%	+$272K	0.55%	61
2023 Q4	$374K	Buy	+9,918	New	+$351K	0.31%	87
2023 Q3	–	Sell	-12,141	Closed	-$452K	–	117
2023 Q2	$452K	Buy	12,141 +4,068	+50%	+$151K	0.4%	74
2023 Q1	$314K	Sell	8,073 -2,459	-23%	-$97K	0.3%	84
2022 Q4	$415K	Buy	+10,532	New	+$397K	0.47%	63

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Financial Advisors's VZ Position: Q1 2026 in Review

Northern Financial Advisors increased its Verizon (VZ) stake by 106% in Q1 2026, buying an estimated $338K and bringing the position to 14,166 shares worth $711K. The position accounts for 0.52% of the portfolio, ranked #60.

Northern Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 13 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Northern Financial Advisors held 14,166 shares of Verizon worth $711K as of Q1 2026.
Northern Financial Advisors bought 7,289 Verizon shares in Q1 2026, an estimated $338K.
Verizon made up 0.52% of Northern Financial Advisors's portfolio in Q1 2026, its #60 holding.
Northern Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 13 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.