Optivise Advisory Services’s Verizon VZ Stock Holding History

Optivise Advisory Services’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	$421K	Buy	9,188 +248	+3%	+$11.7K	0.21%	121
2026 Q2	$379K	Buy	8,940 +1,552	+21%	+$72.8K	0.19%	136
2026 Q1	$371K	Sell	7,388 -2,769	-27%	-$128K	0.22%	111
2025 Q4	$414K	Buy	10,157 +2,533	+33%	+$103K	0.24%	108
2025 Q3	$335K	Buy	7,624 +1,778	+30%	+$77K	0.2%	112
2025 Q2	$253K	Buy	5,846 +611	+12%	+$26.5K	0.13%	162
2025 Q1	$237K	Sell	5,235 -2,616	-33%	-$109K	0.13%	159
2024 Q4	$314K	Buy	7,851 +2,141	+37%	+$90.3K	0.17%	122
2024 Q3	$256K	Sell	5,710 -1,148	-17%	-$47.9K	0.13%	138
2024 Q2	$283K	Buy	+6,858	New	+$276K	0.15%	135

Other funds holding VZ

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Optivise Advisory Services's VZ Position: Q3 2026 in Review

Optivise Advisory Services increased its Verizon (VZ) stake by 2.8% in Q3 2026, buying an estimated $11.7K and bringing the position to 9,188 shares worth $421K. The position accounts for 0.21% of the portfolio, ranked #121.

Optivise Advisory Services first reported a position in VZ in Q2 2024 and has held it in 10 quarters since. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Optivise Advisory Services held 9,188 shares of Verizon worth $421K as of Q3 2026.
Optivise Advisory Services bought 248 Verizon shares in Q3 2026, an estimated $11.7K.
Verizon made up 0.21% of Optivise Advisory Services's portfolio in Q3 2026, its #121 holding.
Optivise Advisory Services first reported a position in Verizon in Q2 2024 and has held it in 10 quarters since.
1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.