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Olistico Wealth’s Verizon VZ Stock Holding History

Olistico Wealth’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
Q3 		$6.88K Hold
150
– – ﹤0.01% 291
2026
Q2 		$6.35K Hold
150
– – ﹤0.01% 275
2026
Q1 		$7.53K Hold
150
– – ﹤0.01% 270
2025
Q4 		$6.11K Sell
150
-4,715
-97% -$191K ﹤0.01% 279
2025
Q3 		$214K Sell
4,865
-750
-13% -$32.5K 0.11% 92
2025
Q2 		$243K Buy
5,615
+750
+15% +$32.5K 0.13% 81
2025
Q1 		$221K Hold
4,865
– – 0.14% 93
2024
Q4 		$195K Hold
4,865
– – 0.11% 101
2024
Q3 		$218K Sell
4,865
-125
-3% -$5.22K 0.13% 95
2024
Q2 		$206K Buy
+4,990
New +$201K 0.13% 97

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Olistico Wealth's VZ Position: Q3 2026 in Review

Olistico Wealth held its Verizon (VZ) position steady in Q3 2026 at 150 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Olistico Wealth first reported a position in VZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $243K in Q2 2025. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Olistico Wealth held 150 shares of Verizon worth $6.88K as of Q3 2026.
  • Olistico Wealth left its Verizon share count unchanged in Q3 2026.
  • Verizon made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #291 holding.
  • Olistico Wealth first reported a position in Verizon in Q2 2024 and has held it in 10 quarters since.
  • Olistico Wealth's Verizon position peaked at $243K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.