Novak & Powell Financial Services’s Verizon VZ Stock Holding History

Novak & Powell Financial Services’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	$366K	Buy	7,283 +245	+3%	+$11.4K	0.2%	102
2025 Q4	$287K	Buy	7,038 +33	+0.5%	+$1.34K	0.15%	125
2025 Q3	$308K	Buy	7,005 +227	+3%	+$9.83K	0.16%	121
2025 Q2	$293K	Sell	6,778 -660	-9%	-$28.6K	0.2%	106
2025 Q1	$337K	Sell	7,438 -163	-2%	-$6.79K	0.21%	99
2024 Q4	$304K	Sell	7,601 -19	-0.2%	-$802	0.18%	104
2024 Q3	$342K	Buy	7,620 +423	+6%	+$17.7K	0.2%	100
2024 Q2	$297K	Sell	7,197 -466	-6%	-$18.8K	0.18%	106
2024 Q1	$322K	Buy	7,663 +297	+4%	+$12K	0.24%	96
2023 Q4	$278K	Buy	+7,366	New	+$261K	0.19%	107

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

Novak & Powell Financial Services's VZ Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Verizon (VZ) stake by 3.5% in Q1 2026, buying an estimated $11.4K and bringing the position to 7,283 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #102.

Novak & Powell Financial Services first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Novak & Powell Financial Services held 7,283 shares of Verizon worth $366K as of Q1 2026.
Novak & Powell Financial Services bought 245 Verizon shares in Q1 2026, an estimated $11.4K.
Verizon made up 0.2% of Novak & Powell Financial Services's portfolio in Q1 2026, its #102 holding.
Novak & Powell Financial Services first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.