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OneAscent Family Office’s Verizon VZ Stock Holding History

OneAscent Family Office’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 		$725K Sell
14,452
-1,347
-9% -$62.4K 0.51% 45
2025
Q4 		$643K Buy
15,799
+5,373
+52% +$218K 0.44% 58
2025
Q3 		$458K Buy
10,426
+385
+4% +$16.7K 0.37% 70
2025
Q2 		$434K Buy
10,041
+620
+7% +$26.8K 0.41% 58
2025
Q1 		$427K Buy
9,421
+1,191
+14% +$49.6K 0.4% 75
2024
Q4 		$329K Buy
+8,230
New +$347K 0.6% 42

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

OneAscent Family Office's VZ Position: Q1 2026 in Review

OneAscent Family Office reduced its Verizon (VZ) stake by 8.5% in Q1 2026, selling an estimated $62.4K and leaving 14,452 shares worth $725K. The position accounts for 0.51% of the portfolio, ranked #45.

OneAscent Family Office first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • OneAscent Family Office held 14,452 shares of Verizon worth $725K as of Q1 2026.
  • OneAscent Family Office sold 1,347 Verizon shares in Q1 2026, an estimated $62.4K.
  • Verizon made up 0.51% of OneAscent Family Office's portfolio in Q1 2026, its #45 holding.
  • OneAscent Family Office first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.