Opal Wealth Advisors
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Opal Wealth Advisors’s Verizon VZ Stock Holding History

Opal 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
2026
Q3 		$415K Sell
9,042
-9,773
-52% -$460K 0.09% 122
2026
Q2 		$797K Buy
18,815
+758
+4% +$35.6K 0.17% 69
2026
Q1 		$906K Buy
18,057
+3,381
+23% +$157K 0.2% 50
2025
Q4 		$598K Sell
14,676
-4,222
-22% -$171K 0.16% 88
2025
Q3 		$831K Buy
18,898
+1,039
+6% +$45K 0.23% 55
2025
Q2 		$773K Buy
17,859
+6,696
+60% +$290K 0.21% 55
2025
Q1 		$506K Buy
11,163
+1,472
+15% +$61.3K 0.16% 76
2024
Q4 		$388K Buy
9,691
+4,201
+77% +$177K 0.12% 108
2024
Q3 		$247K Buy
5,490
+2,209
+67% +$92.2K 0.08% 157
2024
Q2 		$135K Sell
3,281
-723
-18% -$29.1K 0.04% 238
2024
Q1 		$168K Sell
4,004
-1,789
-31% -$72.2K 0.06% 178
2023
Q4 		$218K Sell
5,793
-1,827
-24% -$64.6K 0.09% 158
2023
Q3 		$247K Sell
7,620
-259
-3% -$8.75K 0.14% 121
2023
Q2 		$293K Buy
7,879
+83
+1% +$3.07K 0.15% 98
2023
Q1 		$303K Buy
7,796
+1,611
+26% +$63.5K 0.18% 71
2022
Q4 		$244K Sell
6,185
-1,371
-18% -$51.7K 0.13% 97
2022
Q3 		$287K Sell
7,556
-52
-0.7% -$2.32K 0.21% 67
2022
Q2 		$386K Buy
7,608
+1,441
+23% +$72.9K 0.26% 51
2022
Q1 		$314K Buy
6,167
+774
+14% +$41K 0.27% 63
2021
Q4 		$280K Buy
5,393
+142
+3% +$7.41K 0.18% 90
2021
Q3 		$284K Sell
5,251
-1,689
-24% -$93.4K 0.27% 56
2021
Q2 		$389K Buy
6,940
+512
+8% +$29.4K 0.36% 41
2021
Q1 		$374K Buy
6,428
+1,563
+32% +$88.2K 0.41% 32
2020
Q4 		$286K Buy
+4,865
New +$289K 0.36% 42

Other funds holding VZ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Opal Wealth Advisors's VZ Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Verizon (VZ) stake by 52% in Q3 2026, selling an estimated $460K and leaving 9,042 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #122.

Opal Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $906K in Q1 2026. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Opal Wealth Advisors held 9,042 shares of Verizon worth $415K as of Q3 2026.
  • Opal Wealth Advisors sold 9,773 Verizon shares in Q3 2026, an estimated $460K.
  • Verizon made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • Opal Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's Verizon position peaked at $906K in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.