Northwest Financial Advisors’s Verizon VZ Stock Holding History

Northwest 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	$312K	Buy	6,225 +69	+1%	+$3.2K	0.6%	50
2025 Q4	$251K	Sell	6,156 -1,396	-18%	-$56.6K	0.52%	56
2025 Q3	$332K	Buy	7,552 +37	+0.5%	+$1.6K	0.43%	64
2025 Q2	$325K	Sell	7,515 -348	-4%	-$15.1K	0.45%	65
2025 Q1	$357K	Sell	7,863 -20	-0.3%	-$833	0.3%	76
2024 Q4	$315K	Buy	7,883 +123	+2%	+$5.19K	0.26%	81
2024 Q3	$348K	Buy	7,760 +255	+3%	+$10.6K	0.28%	70
2024 Q2	$310K	Sell	7,505 -29	-0.4%	-$1.17K	0.31%	71
2024 Q1	$316K	Sell	7,534 -298	-4%	-$12K	0.35%	71
2023 Q4	$295K	Buy	+7,832	New	+$277K	0.25%	67

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

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

Northwest Financial Advisors increased its Verizon (VZ) stake by 1.1% in Q1 2026, buying an estimated $3.2K and bringing the position to 6,225 shares worth $312K. The position accounts for 0.6% of the portfolio, ranked #50.

Northwest Financial Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $357K in Q1 2025. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Northwest Financial Advisors held 6,225 shares of Verizon worth $312K as of Q1 2026.
Northwest Financial Advisors bought 69 Verizon shares in Q1 2026, an estimated $3.2K.
Verizon made up 0.6% of Northwest Financial Advisors's portfolio in Q1 2026, its #50 holding.
Northwest Financial Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Verizon position peaked at $357K in Q1 2025.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.