Northstar Advisory Group
VZ icon

Northstar Advisory Group’s Verizon VZ Stock Holding History

Northstar Advisory 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
Q3 		$1.17M Sell
25,569
-177,332
-87% -$8.34M 0.36% 51
2026
Q2 		$8.59M Buy
202,901
+165,653
+445% +$7.77M 2.66% 9
2026
Q1 		$1.87M Buy
37,248
+22,581
+154% +$1.05M 0.7% 33
2025
Q4 		$597K Sell
14,667
-420
-3% -$17K 0.21% 76
2025
Q3 		$663K Buy
15,087
+9
+0.1% +$390 0.27% 66
2025
Q2 		$652K Sell
15,078
-100
-0.7% -$4.33K 0.32% 61
2025
Q1 		$688K Buy
15,178
+133
+0.9% +$5.54K 0.45% 50
2024
Q4 		$602K Sell
15,045
-390
-3% -$16.5K 0.31% 59
2024
Q3 		$693K Sell
15,435
-8
-0.1% -$334 0.36% 59
2024
Q2 		$637K Buy
15,443
+10
+0.1% +$403 0.37% 55
2024
Q1 		$614K Buy
15,433
+2,922
+23% +$118K 0.37% 52
2023
Q4 		$472K Buy
12,511
+2,245
+22% +$79.4K 0.28% 54
2023
Q3 		$333K Sell
10,266
-6,293
-38% -$213K 0.24% 67
2023
Q2 		$616K Buy
16,559
+1,087
+7% +$40.2K 0.4% 46
2023
Q1 		$602K Buy
15,472
+965
+7% +$38.1K 0.45% 47
2022
Q4 		$572K Sell
14,507
-924
-6% -$34.8K 0.45% 47
2022
Q3 		$586K Sell
15,431
-271
-2% -$12.1K 0.53% 39
2022
Q2 		$797K Buy
15,702
+945
+6% +$47.8K 0.59% 23
2022
Q1 		$752K Sell
14,757
-534
-3% -$28.3K 0.48% 48
2021
Q4 		$795K Buy
+15,291
New +$798K 0.47% 40
2021
Q3 		– Sell
-13,649
Closed -$765K – 138
2021
Q2 		$765K Buy
13,649
+2
+0% +$115 0.48% 47
2021
Q1 		$794K Buy
13,647
+3,039
+29% +$171K 0.61% 43
2020
Q4 		$623K Buy
+10,608
New +$630K 0.52% 45

Other funds holding VZ

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Northstar Advisory Group's VZ Position: Q3 2026 in Review

Northstar Advisory Group reduced its Verizon (VZ) stake by 87% in Q3 2026, selling an estimated $8.34M and leaving 25,569 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #51.

Northstar Advisory Group first reported a position in VZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.59M in Q2 2026. 2,661 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Northstar Advisory Group held 25,569 shares of Verizon worth $1.17M as of Q3 2026.
  • Northstar Advisory Group sold 177,332 Verizon shares in Q3 2026, an estimated $8.34M.
  • Verizon made up 0.36% of Northstar Advisory Group's portfolio in Q3 2026, its #51 holding.
  • Northstar Advisory Group first reported a position in Verizon in Q4 2020 and has held it in 23 quarters since.
  • Northstar Advisory Group's Verizon position peaked at $8.59M in Q2 2026.
  • 2,661 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.