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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
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

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

Opal Wealth Advisors's VZ Position: Q1 2026 in Review

Opal Wealth Advisors increased its Verizon (VZ) stake by 23% in Q1 2026, buying an estimated $157K and bringing the position to 18,057 shares worth $906K. The position accounts for 0.2% of the portfolio, ranked #50.

Opal Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Opal Wealth Advisors held 18,057 shares of Verizon worth $906K as of Q1 2026.
  • Opal Wealth Advisors bought 3,381 Verizon shares in Q1 2026, an estimated $157K.
  • Verizon made up 0.2% of Opal Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Opal Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.