Oak Harbor Wealth Partners’s Verizon VZ Stock Holding History

Oak Harbor Wealth Partners’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	$3.16M	Sell	62,850 -1,786	-3%	-$82.8K	0.74%	34
2025 Q4	$2.63M	Buy	64,636 +41	+0.1%	+$1.66K	0.63%	36
2025 Q3	$2.84M	Buy	64,595 +483	+0.8%	+$20.9K	0.7%	34
2025 Q2	$2.77M	Sell	64,112 -3,234	-5%	-$140K	0.75%	33
2025 Q1	$3.05M	Sell	67,346 -4,095	-6%	-$170K	0.87%	32
2024 Q4	$2.86M	Sell	71,441 -34	-0%	-$1.43K	0.83%	34
2024 Q3	$3.21M	Buy	71,475 +1,623	+2%	+$67.7K	0.92%	32
2024 Q2	$2.88M	Buy	69,852 +1,238	+2%	+$49.9K	0.91%	29
2024 Q1	$2.88M	Sell	68,614 -5,270	-7%	-$213K	0.9%	32
2023 Q4	$2.79M	Buy	73,884 +4,992	+7%	+$177K	0.94%	32
2023 Q3	$2.23M	Buy	68,892 +3,900	+6%	+$132K	0.79%	37
2023 Q2	$2.42M	Sell	64,992 -5	-0%	-$185	0.83%	34
2023 Q1	$2.53M	Buy	64,997 +15,125	+30%	+$596K	0.92%	33
2022 Q4	$1.96M	Sell	49,872 -9,950	-17%	-$375K	0.75%	39
2022 Q3	$2.27M	Buy	59,822 +2,949	+5%	+$131K	0.89%	34
2022 Q2	$2.89M	Buy	56,873 +1,818	+3%	+$92K	1.15%	28
2022 Q1	$2.81M	Buy	55,055 +4,345	+9%	+$230K	0.92%	32
2021 Q4	$2.63M	Buy	+50,710	New	+$2.65M	0.91%	32

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

Oak Harbor Wealth Partners's VZ Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Verizon (VZ) stake by 2.8% in Q1 2026, selling an estimated $82.8K and leaving 62,850 shares worth $3.16M. The position accounts for 0.74% of the portfolio, ranked #34.

Oak Harbor Wealth Partners first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.21M in Q3 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Oak Harbor Wealth Partners held 62,850 shares of Verizon worth $3.16M as of Q1 2026.
Oak Harbor Wealth Partners sold 1,786 Verizon shares in Q1 2026, an estimated $82.8K.
Verizon made up 0.74% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #34 holding.
Oak Harbor Wealth Partners first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Verizon position peaked at $3.21M in Q3 2024.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.