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OneAscent Investment Solutions’s Verizon VZ Stock Holding History

OneAscent Investment 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
2026
Q1 		$223K Buy
+4,448
New +$206K 0.22% 124
2025
Q3 		– Sell
-6,053
Closed -$262K – 138
2025
Q2 		$262K Buy
+6,053
New +$262K 0.28% 109

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 Investment Solutions's VZ Position: Q1 2026 in Review

OneAscent Investment Solutions opened a new position in Verizon (VZ) in Q1 2026: 4,448 shares worth $223K. The stake represents 0.22% of the portfolio and ranks #124 among its holdings. This is a return to the name: OneAscent Investment Solutions previously reported a position in VZ as recently as Q2 2025.

OneAscent Investment Solutions first reported a position in VZ in Q2 2025 and has held it in 2 quarters since. The position peaked at $262K in Q2 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • OneAscent Investment Solutions held 4,448 shares of Verizon worth $223K as of Q1 2026.
  • Verizon was a new OneAscent Investment Solutions position in Q1 2026.
  • Verizon made up 0.22% of OneAscent Investment Solutions's portfolio in Q1 2026, its #124 holding.
  • OneAscent Investment Solutions first reported a position in Verizon in Q2 2025 and has held it in 2 quarters since.
  • OneAscent Investment Solutions's Verizon position peaked at $262K in Q2 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.