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Oak Hill Wealth Advisors’s Verizon VZ Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$716K Sell
16,289
-109
-0.7% -$4.72K 0.13% 81
2025
Q2 		$706K Buy
16,398
+2,141
+15% +$92.7K 0.15% 78
2025
Q1 		$647K Sell
14,257
-2
-0% -$83 0.15% 71
2024
Q4 		$570K Buy
+14,259
New +$602K 0.14% 75
2024
Q3 		– Sell
-15,415
Closed -$643K – 227
2024
Q2 		$636K Buy
+15,415
New +$621K 0.19% 50
2024
Q1 		– Sell
-16,280
Closed -$657K – 212
2023
Q4 		$614K Buy
16,280
+43
+0.3% +$1.52K 0.21% 51
2023
Q3 		$526K Sell
16,237
-1,338
-8% -$45.2K 0.2% 57
2023
Q2 		$654K Sell
17,575
-1,176
-6% -$43.5K 0.24% 54
2023
Q1 		$729K Sell
18,751
-879
-4% -$34.7K 0.29% 48
2022
Q4 		$773K Buy
+19,630
New +$740K 0.32% 46

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Hill Wealth Advisors's VZ Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Verizon (VZ) stake by 0.66% in Q3 2025, selling an estimated $4.72K and leaving 16,289 shares worth $716K. The position accounts for 0.13% of the portfolio, ranked #81.

Oak Hill Wealth Advisors first reported a position in VZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $773K in Q4 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Oak Hill Wealth Advisors held 16,289 shares of Verizon worth $716K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 109 Verizon shares in Q3 2025, an estimated $4.72K.
  • Verizon made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #81 holding.
  • Oak Hill Wealth Advisors first reported a position in Verizon in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Verizon position peaked at $773K in Q4 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.