Nvest Financial’s Verizon VZ Stock Holding History

Nvest Financial’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	$238K	Buy	+4,735	New	+$219K	0.09%	132
2025 Q4	–	Sell	-4,969	Closed	-$218K	–	132
2025 Q3	$218K	Buy	+4,969	New	+$215K	0.13%	118
2023 Q3	–	Sell	-28,916	Closed	-$1.08M	–	67
2023 Q2	$1.08M	Sell	28,916 -1,285	-4%	-$47.6K	0.94%	30
2023 Q1	$1.17M	Sell	30,201 -1,840	-6%	-$72.6K	1.22%	28
2022 Q4	$1.26M	Sell	32,041 -501	-2%	-$18.9K	1.58%	23
2022 Q3	$1.24M	Buy	32,542 +931	+3%	+$41.5K	1.75%	19
2022 Q2	$1.6M	Buy	31,611 +1,562	+5%	+$79K	1.68%	18
2022 Q1	$1.53M	Buy	+30,049	New	+$1.59M	1.26%	28

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

Nvest Financial's VZ Position: Q1 2026 in Review

Nvest Financial opened a new position in Verizon (VZ) in Q1 2026: 4,735 shares worth $238K. The stake represents 0.09% of the portfolio and ranks #132 among its holdings. This is a return to the name: Nvest Financial previously reported a position in VZ as recently as Q3 2025.

Nvest Financial first reported a position in VZ in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2022. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Nvest Financial held 4,735 shares of Verizon worth $238K as of Q1 2026.
Verizon was a new Nvest Financial position in Q1 2026.
Verizon made up 0.09% of Nvest Financial's portfolio in Q1 2026, its #132 holding.
Nvest Financial first reported a position in Verizon in Q1 2022 and has held it in 8 quarters since.
Nvest Financial's Verizon position peaked at $1.6M in Q2 2022.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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