OPPS
VZ icon

Obsidian Personal Planning Solutions’s Verizon VZ Stock Holding History

Obsidian Personal Planning Solutions’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 		$203K Sell
5,116
-607
-11% -$26.3K 0.07% 119
2025
Q2 		$248K Buy
5,723
+3
+0.1% +$130 0.1% 89
2025
Q1 		$252K Buy
5,720
+4
+0.1% +$167 0.11% 81
2024
Q4 		$225K Sell
5,716
-349
-6% -$14.7K 0.11% 92
2024
Q3 		$256K Buy
6,065
+25
+0.4% +$1.04K 0.13% 71
2024
Q2 		$249K Buy
6,040
+21
+0.3% +$846 0.15% 75
2024
Q1 		$238K Sell
6,019
-959
-14% -$38.7K 0.16% 78
2023
Q4 		$263K Sell
6,978
-917
-12% -$32.4K 0.2% 61
2023
Q3 		$256K Sell
7,895
-297
-4% -$10K 0.22% 58
2023
Q2 		$305K Buy
8,192
+558
+7% +$20.7K 0.38% 49
2023
Q1 		$297K Sell
7,634
-120
-2% -$4.73K 0.43% 37
2022
Q4 		$306K Buy
7,754
+1,552
+25% +$58.5K 0.49% 32
2022
Q3 		$235K Buy
6,202
+235
+4% +$10.5K 0.43% 34
2022
Q2 		$303K Buy
+5,967
New +$302K 0.52% 34

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

Obsidian Personal Planning Solutions's VZ Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Verizon (VZ) stake by 11% in Q3 2025, selling an estimated $26.3K and leaving 5,116 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #119.

Obsidian Personal Planning Solutions first reported a position in VZ in Q2 2022 and has held it in 14 quarters since. The position peaked at $306K in Q4 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Obsidian Personal Planning Solutions held 5,116 shares of Verizon worth $203K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 607 Verizon shares in Q3 2025, an estimated $26.3K.
  • Verizon made up 0.07% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #119 holding.
  • Obsidian Personal Planning Solutions first reported a position in Verizon in Q2 2022 and has held it in 14 quarters since.
  • Obsidian Personal Planning Solutions's Verizon position peaked at $306K in Q4 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.